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 | $43,241 | $101,283-57.3% | $75,826-43.0% | $135,375-68.1% |
| Participation rate | 80.0% | 72.7%+7.3pp | 68.2%+11.8pp | 82.6%-2.6pp |
| Annual return | -6.76% | 3384.62%-3391.4pp | 1914.15%-1920.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $2,862-100.0% | $5,609-100.0% |
| Admin fee / account holder | $145 | $6,539-97.8% | $4,726-96.9% | $10,827-98.7% |