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 | $41,623 | $90,600-54.1% | $79,464-47.6% | $135,375-69.3% |
| Participation rate | 92.3% | 76.0%+16.3pp | 73.3%+19.0pp | 82.6%+9.7pp |
| Annual return | -5.42% | 977.43%-982.9pp | 718.14%-723.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,914 | $3,068-5.0% | $2,800+4.1% | $4,779-39.0% |
| Participant deferral / active EE | $4,345 | $4,050+7.3% | $3,704+17.3% | $5,609-22.5% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |