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 | $41,506 | $82,630-49.8% | $64,105-35.3% | $125,391-66.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -2.71% | 1489.72%-1492.4pp | 791.24%-794.0pp | 282.22%-284.9pp |
| Employer contribution / active EE | $1,407 | $2,671-47.3% | $1,820-22.7% | $4,866-71.1% |
| Participant deferral / active EE | $7,473 | $3,608+107.1% | $2,822+164.9% | $5,352+39.6% |
| Admin fee / account holder | $223 | $6,382-96.5% | $4,499-95.0% | $9,540-97.7% |