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 10-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 | $17,517 | $147,727-88.1% | $115,756-84.9% | $134,475-87.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -17.99% | 73.96%-91.9pp | 143.14%-161.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,385 | $4,713-70.6% | $3,793-63.5% | $4,740-70.8% |
| Participant deferral / active EE | $2,015 | $7,563-73.4% | $6,254-67.8% | $6,400-68.5% |
| Admin fee / account holder | $187 | $14,571-98.7% | $8,124-97.7% | $11,426-98.4% |