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 | $10,985 | $90,600-87.9% | $79,464-86.2% | $135,375-91.9% |
| Participation rate | 91.7% | 76.0%+15.6pp | 73.3%+18.3pp | 82.6%+9.0pp |
| Annual return | -2.21% | 977.43%-979.6pp | 718.14%-720.4pp | 519.73%-521.9pp |
| Employer contribution / active EE | $1,716 | $3,068-44.1% | $2,800-38.7% | $4,779-64.1% |
| Participant deferral / active EE | $2,299 | $4,050-43.3% | $3,704-37.9% | $5,609-59.0% |
| Admin fee / account holder | $25 | $5,907-99.6% | $5,113-99.5% | $10,827-99.8% |