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 | $41,226 | $82,664-50.1% | $125,339-67.1% | $68,494-39.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.99% | -5.97%-12.0pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $3,235 | $3,381-4.3% | $4,814-32.8% | $2,596+24.6% |
| Participant deferral / active EE | $7,913 | $6,110+29.5% | $7,446+6.3% | $4,027+96.5% |
| Admin fee / account holder | $214 | $6,275-96.6% | $10,010-97.9% | $5,403-96.0% |