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 | $27,971 | $82,630-66.1% | $64,105-56.4% | $125,391-77.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.69% | 1489.72%-1490.4pp | 791.24%-791.9pp | 282.22%-282.9pp |
| Employer contribution / active EE | $626 | $2,671-76.6% | $1,820-65.6% | $4,866-87.1% |
| Participant deferral / active EE | $5,247 | $3,608+45.4% | $2,822+86.0% | $5,352-1.9% |
| Admin fee / account holder | $2 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |