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 | $23,905 | $138,065-82.7% | $123,544-80.7% | $135,375-82.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.04% | 153.68%-155.7pp | 119.20%-121.2pp | 519.73%-521.8pp |
| Employer contribution / active EE | $2,279 | $5,151-55.8% | $4,628-50.8% | $4,779-52.3% |
| Participant deferral / active EE | $2,784 | $6,799-59.1% | $6,426-56.7% | $5,609-50.4% |
| Admin fee / account holder | $115 | $10,916-98.9% | $9,284-98.8% | $10,827-98.9% |