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 | $22,165 | $190,805-88.4% | $159,960-86.1% | $134,475-83.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -3.08% | 552.23%-555.3pp | 408.60%-411.7pp | 417.96%-421.0pp |
| Employer contribution / active EE | $2,998 | $4,995-40.0% | $4,226-29.1% | $4,740-36.8% |
| Participant deferral / active EE | $8,121 | $6,923+17.3% | $6,182+31.4% | $6,400+26.9% |
| Admin fee / account holder | $36 | $10,471-99.7% | $8,698-99.6% | $11,426-99.7% |