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 | $28,995 | $138,044-79.0% | $125,339-76.9% | $134,475-78.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.49% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $8,788 | $5,243+67.6% | $4,814+82.6% | $4,740+85.4% |
| Participant deferral / active EE | $4,824 | $7,799-38.1% | $7,446-35.2% | $6,400-24.6% |
| Admin fee / account holder | $8 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |