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 | $28,015 | $97,757-71.3% | $83,848-66.6% | $135,375-79.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -1.58% | 1287.37%-1289.0pp | 850.88%-852.5pp | 519.73%-521.3pp |
| Employer contribution / active EE | $6,351 | $4,222+50.4% | $3,631+74.9% | $4,779+32.9% |
| Participant deferral / active EE | $5,474 | $4,682+16.9% | $4,082+34.1% | $5,609-2.4% |
| Admin fee / account holder | $8 | $6,674-99.9% | $5,478-99.9% | $10,827-99.9% |