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 | $27,819 | $138,044-79.8% | $125,339-77.8% | $134,475-79.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.11% | 750.33%-764.4pp | 572.05%-586.2pp | 417.96%-432.1pp |
| Employer contribution / active EE | $3,482 | $5,243-33.6% | $4,814-27.7% | $4,740-26.5% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,446-100.0% | $6,400-100.0% |
| Admin fee / account holder | $149 | $11,571-98.7% | $10,010-98.5% | $11,426-98.7% |