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 | $21,694 | $97,757-77.8% | $83,848-74.1% | $135,375-84.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.76% | 1287.37%-1295.1pp | 850.88%-858.6pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,653 | $4,222-60.8% | $3,631-54.5% | $4,779-65.4% |
| Participant deferral / active EE | $2,635 | $4,682-43.7% | $4,082-35.4% | $5,609-53.0% |
| Admin fee / account holder | $11 | $6,674-99.8% | $5,478-99.8% | $10,827-99.9% |