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 | $20,387 | $49,177-58.5% | $79,464-74.3% | $64,186-68.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.41% | -1.16%-3.3pp | 718.14%-722.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,289 | $2,076-37.9% | $2,800-54.0% | $2,381-45.8% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $272 | $3,839-92.9% | $5,113-94.7% | $4,888-94.4% |