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 | $42,653 | $75,828-43.8% | $147,614-71.1% | $59,632-28.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.99% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $4,207 | $3,485+20.7% | $5,564-24.4% | $2,203+91.0% |
| Participant deferral / active EE | $3,201 | $3,130+2.3% | $4,895-34.6% | $3,192+0.3% |
| Admin fee / account holder | $172 | $5,985-97.1% | $11,611-98.5% | $4,297-96.0% |