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 | $33,147 | $211,958-84.4% | $169,463-80.4% | $135,375-75.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.77% | 3.26%-12.0pp | 1.83%-10.6pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,997 | $5,120-41.5% | $4,159-27.9% | $4,779-37.3% |
| Participant deferral / active EE | $2,086 | $6,075-65.7% | $5,277-60.5% | $5,609-62.8% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |