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 9-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 | $34,974 | $90,600-61.4% | $79,464-56.0% | $135,375-74.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.66% | 977.43%-987.1pp | 718.14%-727.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $2,627 | $3,068-14.4% | $2,800-6.2% | $4,779-45.0% |
| Participant deferral / active EE | $10,607 | $4,050+161.9% | $3,704+186.4% | $5,609+89.1% |
| Admin fee / account holder | $15 | $5,907-99.7% | $5,113-99.7% | $10,827-99.9% |