See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,797 | $92,703-68.9% | $82,719-65.2% | $134,475-78.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.24% | 944.92%-964.2pp | 701.18%-720.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,578 | $3,274-21.3% | $3,009-14.3% | $4,740-45.6% |
| Participant deferral / active EE | $5,373 | $4,802+11.9% | $4,395+22.3% | $6,400-16.0% |
| Admin fee / account holder | $41 | $5,983-99.3% | $5,329-99.2% | $11,426-99.6% |