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 | $35,644 | $99,640-64.2% | $86,436-58.8% | $134,475-73.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.80% | 6782.58%-6803.4pp | 4394.89%-4415.7pp | 417.96%-438.8pp |
| Employer contribution / active EE | $3,201 | $4,400-27.3% | $3,769-15.1% | $4,740-32.5% |
| Participant deferral / active EE | $5,687 | $7,246-21.5% | $6,952-18.2% | $6,400-11.1% |
| Admin fee / account holder | $270 | $8,371-96.8% | $6,731-96.0% | $11,426-97.6% |