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 7-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 | $15,180 | $138,044-89.0% | $125,339-87.9% | $134,475-88.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -3.98% | 750.33%-754.3pp | 572.05%-576.0pp | 417.96%-421.9pp |
| Employer contribution / active EE | $2,237 | $5,243-57.3% | $4,814-53.5% | $4,740-52.8% |
| Participant deferral / active EE | $4,678 | $7,799-40.0% | $7,446-37.2% | $6,400-26.9% |
| Admin fee / account holder | $28 | $11,571-99.8% | $10,010-99.7% | $11,426-99.8% |