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 | $35,875 | $180,449-80.1% | $154,107-76.7% | $135,375-73.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.32% | 888.09%-893.4pp | 735.12%-740.4pp | 519.73%-525.1pp |
| Employer contribution / active EE | $6,080 | $6,035+0.7% | $5,298+14.8% | $4,779+27.2% |
| Participant deferral / active EE | $3,506 | $5,806-39.6% | $5,081-31.0% | $5,609-37.5% |
| Admin fee / account holder | $78 | $16,143-99.5% | $13,411-99.4% | $10,827-99.3% |