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 | $14,625 | $190,805-92.3% | $159,960-90.9% | $134,475-89.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.46% | 552.23%-569.7pp | 408.60%-426.1pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,447 | $4,995-71.0% | $4,226-65.8% | $4,740-69.5% |
| Participant deferral / active EE | $2,042 | $6,923-70.5% | $6,182-67.0% | $6,400-68.1% |
| Admin fee / account holder | $104 | $10,471-99.0% | $8,698-98.8% | $11,426-99.1% |