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 | $33,600 | $97,757-65.6% | $83,848-59.9% | $135,375-75.2% |
| Participation rate | 90.5% | 80.0%+10.5pp | 76.1%+14.3pp | 82.6%+7.8pp |
| Annual return | -8.36% | 1287.37%-1295.7pp | 850.88%-859.2pp | 519.73%-528.1pp |
| Employer contribution / active EE | $3,810 | $4,222-9.8% | $3,631+4.9% | $4,779-20.3% |
| Participant deferral / active EE | $4,928 | $4,682+5.3% | $4,082+20.7% | $5,609-12.1% |
| Admin fee / account holder | $243 | $6,674-96.4% | $5,478-95.6% | $10,827-97.8% |