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 | $15,098 | $92,703-83.7% | $82,719-81.7% | $134,475-88.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.28% | 944.92%-964.2pp | 701.18%-720.5pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,199 | $3,274-63.4% | $3,009-60.1% | $4,740-74.7% |
| Participant deferral / active EE | $3,115 | $4,802-35.1% | $4,395-29.1% | $6,400-51.3% |
| Admin fee / account holder | $218 | $5,983-96.4% | $5,329-95.9% | $11,426-98.1% |