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 | $43,058 | $168,632-74.5% | $147,614-70.8% | $125,391-65.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.55% | 77.65%-81.2pp | 61.98%-65.5pp | 282.22%-285.8pp |
| Employer contribution / active EE | $1,728 | $6,252-72.4% | $5,564-68.9% | $4,866-64.5% |
| Participant deferral / active EE | $4,267 | $5,507-22.5% | $4,895-12.8% | $5,352-20.3% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |