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 | $24,812 | $138,065-82.0% | $123,544-79.9% | $135,375-81.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.01% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,190 | $5,151-57.5% | $4,628-52.7% | $4,779-54.2% |
| Participant deferral / active EE | $6,926 | $6,799+1.9% | $6,426+7.8% | $5,609+23.5% |
| Admin fee / account holder | $153 | $10,916-98.6% | $9,284-98.4% | $10,827-98.6% |