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 | $32,311 | $180,449-82.1% | $154,107-79.0% | $135,375-76.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.03% | 888.09%-895.1pp | 735.12%-742.1pp | 519.73%-526.8pp |
| Employer contribution / active EE | $3,899 | $6,035-35.4% | $5,298-26.4% | $4,779-18.4% |
| Participant deferral / active EE | $2,269 | $5,806-60.9% | $5,081-55.3% | $5,609-59.6% |
| Admin fee / account holder | $148 | $16,143-99.1% | $13,411-98.9% | $10,827-98.6% |