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 | $24,344 | $150,187-83.8% | $120,354-79.8% | $145,922-83.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.91% | 154.07%-143.2pp | 107.15%-96.2pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,799 | $4,348-58.6% | $3,463-48.1% | $4,660-61.4% |
| Participant deferral / active EE | $0 | $6,173-100.0% | $4,991-100.0% | $6,688-100.0% |
| Admin fee / account holder | $103 | $12,207-99.2% | $9,423-98.9% | $13,397-99.2% |