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 | $32,345 | $92,703-65.1% | $82,719-60.9% | $134,475-75.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.84% | 944.92%-956.8pp | 701.18%-713.0pp | 417.96%-429.8pp |
| Employer contribution / active EE | $1,292 | $3,274-60.5% | $3,009-57.1% | $4,740-72.7% |
| Participant deferral / active EE | $2,826 | $4,802-41.1% | $4,395-35.7% | $6,400-55.8% |
| Admin fee / account holder | $146 | $5,983-97.6% | $5,329-97.3% | $11,426-98.7% |