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 | $25,413 | $97,757-74.0% | $83,848-69.7% | $135,375-81.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.10% | 1287.37%-1296.5pp | 850.88%-860.0pp | 519.73%-528.8pp |
| Employer contribution / active EE | $918 | $4,222-78.3% | $3,631-74.7% | $4,779-80.8% |
| Participant deferral / active EE | $3,249 | $4,682-30.6% | $4,082-20.4% | $5,609-42.1% |
| Admin fee / account holder | $290 | $6,674-95.7% | $5,478-94.7% | $10,827-97.3% |