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 | $40,178 | $129,942-69.1% | $104,294-61.5% | $134,475-70.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -4.56% | 42.03%-46.6pp | 24.61%-29.2pp | 417.96%-422.5pp |
| Employer contribution / active EE | $2,589 | $4,184-38.1% | $3,372-23.2% | $4,740-45.4% |
| Participant deferral / active EE | $4,689 | $5,588-16.1% | $4,625+1.4% | $6,400-26.7% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |