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 | $34,941 | $133,958-73.9% | $112,228-68.9% | $134,475-74.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.40% | 47.11%-64.5pp | 27.45%-44.8pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,581 | $4,038-60.9% | $3,635-56.5% | $4,740-66.7% |
| Participant deferral / active EE | $1,989 | $5,291-62.4% | $4,728-57.9% | $6,400-68.9% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |