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 | $37,855 | $180,449-79.0% | $154,107-75.4% | $135,375-72.0% |
| Participation rate | 94.4% | 87.4%+7.0pp | 83.0%+11.4pp | 82.6%+11.8pp |
| Annual return | -7.98% | 888.09%-896.1pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $3,357 | $6,035-44.4% | $5,298-36.6% | $4,779-29.7% |
| Participant deferral / active EE | $3,518 | $5,806-39.4% | $5,081-30.8% | $5,609-37.3% |
| Admin fee / account holder | $208 | $16,143-98.7% | $13,411-98.5% | $10,827-98.1% |