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 | $38,000 | $133,958-71.6% | $112,228-66.1% | $134,475-71.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -6.17% | 47.11%-53.3pp | 27.45%-33.6pp | 417.96%-424.1pp |
| Employer contribution / active EE | $1,769 | $4,038-56.2% | $3,635-51.3% | $4,740-62.7% |
| Participant deferral / active EE | $2,595 | $5,291-51.0% | $4,728-45.1% | $6,400-59.5% |
| Admin fee / account holder | $115 | $7,489-98.5% | $6,410-98.2% | $11,426-99.0% |