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 9-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 | $27,013 | $97,757-72.4% | $83,848-67.8% | $135,375-80.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.79% | 1287.37%-1295.2pp | 850.88%-858.7pp | 519.73%-527.5pp |
| Employer contribution / active EE | $10,340 | $4,222+144.9% | $3,631+184.8% | $4,779+116.4% |
| Participant deferral / active EE | $4,551 | $4,682-2.8% | $4,082+11.5% | $5,609-18.9% |
| Admin fee / account holder | $125 | $6,674-98.1% | $5,478-97.7% | $10,827-98.8% |