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 | $21,544 | $138,044-84.4% | $125,339-82.8% | $134,475-84.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.45% | 750.33%-767.8pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,919 | $5,243-63.4% | $4,814-60.1% | $4,740-59.5% |
| Participant deferral / active EE | $2,781 | $7,799-64.3% | $7,446-62.7% | $6,400-56.6% |
| Admin fee / account holder | $32 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |