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 | $32,503 | $92,703-64.9% | $82,719-60.7% | $134,475-75.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.26% | 944.92%-963.2pp | 701.18%-719.4pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,249 | $3,274-31.3% | $3,009-25.3% | $4,740-52.6% |
| Participant deferral / active EE | $4,627 | $4,802-3.6% | $4,395+5.3% | $6,400-27.7% |
| Admin fee / account holder | $142 | $5,983-97.6% | $5,329-97.3% | $11,426-98.8% |