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 | $32,981 | $138,065-76.1% | $123,544-73.3% | $135,375-75.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.08% | 153.68%-162.8pp | 119.20%-128.3pp | 519.73%-528.8pp |
| Employer contribution / active EE | $3,820 | $5,151-25.8% | $4,628-17.5% | $4,779-20.1% |
| Participant deferral / active EE | $7,468 | $6,799+9.8% | $6,426+16.2% | $5,609+33.2% |
| Admin fee / account holder | $298 | $10,916-97.3% | $9,284-96.8% | $10,827-97.2% |