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 | $25,741 | $138,044-81.4% | $125,339-79.5% | $134,475-80.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.93% | 750.33%-768.3pp | 572.05%-590.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,768 | $5,243-66.3% | $4,814-63.3% | $4,740-62.7% |
| Participant deferral / active EE | $6,827 | $7,799-12.5% | $7,446-8.3% | $6,400+6.7% |
| Admin fee / account holder | $255 | $11,571-97.8% | $10,010-97.5% | $11,426-97.8% |