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 | $31,585 | $140,578-77.5% | $100,671-68.6% | $125,391-74.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -2.43% | 24.67%-27.1pp | 20.43%-22.9pp | 282.22%-284.7pp |
| Employer contribution / active EE | $3,520 | $5,965-41.0% | $4,012-12.3% | $4,866-27.7% |
| Participant deferral / active EE | $3,520 | $3,981-11.6% | $3,144+12.0% | $5,352-34.2% |
| Admin fee / account holder | $237 | $6,716-96.5% | $4,850-95.1% | $9,540-97.5% |