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 | $38,367 | $100,754-61.9% | $86,677-55.7% | $134,475-71.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.40% | 29.04%-47.4pp | 35.91%-54.3pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,047 | $3,489-70.0% | $2,836-63.1% | $4,740-77.9% |
| Participant deferral / active EE | $4,718 | $5,338-11.6% | $4,656+1.3% | $6,400-26.3% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |