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 | $30,350 | $138,065-78.0% | $123,544-75.4% | $135,375-77.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.69% | 153.68%-162.4pp | 119.20%-127.9pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,672 | $5,151-67.5% | $4,628-63.9% | $4,779-65.0% |
| Participant deferral / active EE | $5,571 | $6,799-18.1% | $6,426-13.3% | $5,609-0.7% |
| Admin fee / account holder | $140 | $10,916-98.7% | $9,284-98.5% | $10,827-98.7% |