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 8-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 | $33,794 | $152,509-77.8% | $117,472-71.2% | $134,475-74.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.76% | 52.99%-71.7pp | 29.74%-48.5pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,756 | $5,571-50.5% | $4,176-34.0% | $4,740-41.9% |
| Participant deferral / active EE | $4,119 | $4,818-14.5% | $4,070+1.2% | $6,400-35.6% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |