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 | $30,765 | $97,757-68.5% | $83,848-63.3% | $135,375-77.3% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -8.92% | 1287.37%-1296.3pp | 850.88%-859.8pp | 519.73%-528.6pp |
| Employer contribution / active EE | $4,219 | $4,222-0.1% | $3,631+16.2% | $4,779-11.7% |
| Participant deferral / active EE | $3,054 | $4,682-34.8% | $4,082-25.2% | $5,609-45.5% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |