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 | $42,497 | $90,320-52.9% | $59,496-28.6% | $125,391-66.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -3.23% | 369.13%-372.4pp | 182.05%-185.3pp | 282.22%-285.5pp |
| Employer contribution / active EE | $907 | $1,792-49.4% | $1,153-21.3% | $4,866-81.4% |
| Participant deferral / active EE | $5,000 | $2,716+84.1% | $1,829+173.3% | $5,352-6.6% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,540-100.0% |