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 | $32,720 | $176,377-81.4% | $134,143-75.6% | $158,922-79.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 16.02% | 63.63%-47.6pp | 36.33%-20.3pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,549 | $5,040-69.3% | $3,704-58.2% | $4,761-67.5% |
| Participant deferral / active EE | $3,416 | $4,091-16.5% | $3,499-2.4% | $5,982-42.9% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |