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 | $48,034 | $100,754-52.3% | $86,677-44.6% | $134,475-64.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -11.58% | 29.04%-40.6pp | 35.91%-47.5pp | 417.96%-429.5pp |
| Employer contribution / active EE | $3,301 | $3,489-5.4% | $2,836+16.4% | $4,740-30.4% |
| Participant deferral / active EE | $4,333 | $5,338-18.8% | $4,656-6.9% | $6,400-32.3% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |