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 | $35,969 | $135,635-73.5% | $110,238-67.4% | $135,375-73.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.99% | 513.19%-519.2pp | 314.74%-320.7pp | 519.73%-525.7pp |
| Employer contribution / active EE | $4,543 | $4,906-7.4% | $3,826+18.7% | $4,779-4.9% |
| Participant deferral / active EE | $13,392 | $5,506+143.2% | $4,672+186.6% | $5,609+138.8% |
| Admin fee / account holder | $76 | $11,457-99.3% | $8,547-99.1% | $10,827-99.3% |