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 | $37,088 | $90,320-58.9% | $59,496-37.7% | $125,391-70.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -2.92% | 369.13%-372.1pp | 182.05%-185.0pp | 282.22%-285.1pp |
| Employer contribution / active EE | $2,720 | $1,792+51.8% | $1,153+135.9% | $4,866-44.1% |
| Participant deferral / active EE | $10,295 | $2,716+279.1% | $1,829+462.8% | $5,352+92.4% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,540-100.0% |