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 7-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 | $23,548 | $138,044-82.9% | $125,339-81.2% | $134,475-82.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.25% | 750.33%-762.6pp | 572.05%-584.3pp | 417.96%-430.2pp |
| Employer contribution / active EE | $1,172 | $5,243-77.7% | $4,814-75.7% | $4,740-75.3% |
| Participant deferral / active EE | $3,836 | $7,799-50.8% | $7,446-48.5% | $6,400-40.1% |
| Admin fee / account holder | $225 | $11,571-98.1% | $10,010-97.8% | $11,426-98.0% |