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 | $36,136 | $138,044-73.8% | $125,339-71.2% | $134,475-73.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.28% | 750.33%-761.6pp | 572.05%-583.3pp | 417.96%-429.2pp |
| Employer contribution / active EE | $2,726 | $5,243-48.0% | $4,814-43.4% | $4,740-42.5% |
| Participant deferral / active EE | $7,370 | $7,799-5.5% | $7,446-1.0% | $6,400+15.2% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |