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 | $16,173 | $152,509-89.4% | $117,472-86.2% | $134,475-88.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.80% | 52.99%-65.8pp | 29.74%-42.5pp | 417.96%-430.8pp |
| Employer contribution / active EE | $1,656 | $5,571-70.3% | $4,176-60.3% | $4,740-65.1% |
| Participant deferral / active EE | $6,190 | $4,818+28.5% | $4,070+52.1% | $6,400-3.3% |
| Admin fee / account holder | $124 | $7,004-98.2% | $5,645-97.8% | $11,426-98.9% |