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 | $33,424 | $138,044-75.8% | $125,339-73.3% | $134,475-75.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.46% | 750.33%-763.8pp | 572.05%-585.5pp | 417.96%-431.4pp |
| Employer contribution / active EE | $8,418 | $5,243+60.5% | $4,814+74.9% | $4,740+77.6% |
| Participant deferral / active EE | $3,895 | $7,799-50.1% | $7,446-47.7% | $6,400-39.1% |
| Admin fee / account holder | $41 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |