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 | $57,141 | $104,106-45.1% | $71,086-19.6% | $135,375-57.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -5.82% | 1256.30%-1262.1pp | 650.59%-656.4pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,600 | $1,485+7.7% | $1,088+47.1% | $4,779-66.5% |
| Participant deferral / active EE | $1,872 | $2,527-25.9% | $1,874-0.1% | $5,609-66.6% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |