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 | $42,732 | $99,640-57.1% | $86,436-50.6% | $134,475-68.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.04% | 6782.58%-6800.6pp | 4394.89%-4412.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,262 | $4,400-25.9% | $3,769-13.4% | $4,740-31.2% |
| Participant deferral / active EE | $7,997 | $7,246+10.4% | $6,952+15.0% | $6,400+25.0% |
| Admin fee / account holder | $75 | $8,371-99.1% | $6,731-98.9% | $11,426-99.3% |