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 | $40,212 | $90,600-55.6% | $79,464-49.4% | $135,375-70.3% |
| Participation rate | 91.7% | 76.0%+15.6pp | 73.3%+18.3pp | 82.6%+9.0pp |
| Annual return | -6.84% | 977.43%-984.3pp | 718.14%-725.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,677 | $3,068+19.9% | $2,800+31.3% | $4,779-23.1% |
| Participant deferral / active EE | $7,920 | $4,050+95.5% | $3,704+113.8% | $5,609+41.2% |
| Admin fee / account holder | $180 | $5,907-97.0% | $5,113-96.5% | $10,827-98.3% |