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 | $38,206 | $97,757-60.9% | $83,848-54.4% | $135,375-71.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.12% | 1287.37%-1295.5pp | 850.88%-859.0pp | 519.73%-527.9pp |
| Employer contribution / active EE | $6,004 | $4,222+42.2% | $3,631+65.4% | $4,779+25.6% |
| Participant deferral / active EE | $3,225 | $4,682-31.1% | $4,082-21.0% | $5,609-42.5% |
| Admin fee / account holder | $4 | $6,674-99.9% | $5,478-99.9% | $10,827-100.0% |