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 | $43,707 | $97,757-55.3% | $83,848-47.9% | $135,375-67.7% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | -6.01% | 1287.37%-1293.4pp | 850.88%-856.9pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,074 | $4,222-74.6% | $3,631-70.4% | $4,779-77.5% |
| Participant deferral / active EE | $1,944 | $4,682-58.5% | $4,082-52.4% | $5,609-65.3% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |