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 | $35,189 | $106,543-67.0% | $91,220-61.4% | $134,475-73.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.98% | 160.60%-180.6pp | 114.01%-134.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,343 | $3,331-29.7% | $2,850-17.8% | $4,740-50.6% |
| Participant deferral / active EE | $3,676 | $4,719-22.1% | $4,234-13.2% | $6,400-42.6% |
| Admin fee / account holder | $206 | $6,231-96.7% | $5,420-96.2% | $11,426-98.2% |