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 | $23,480 | $138,065-83.0% | $123,544-81.0% | $135,375-82.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.93% | 153.68%-161.6pp | 119.20%-127.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,217 | $5,151-76.4% | $4,628-73.7% | $4,779-74.5% |
| Participant deferral / active EE | $5,391 | $6,799-20.7% | $6,426-16.1% | $5,609-3.9% |
| Admin fee / account holder | $181 | $10,916-98.3% | $9,284-98.0% | $10,827-98.3% |