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 | $39,315 | $95,971-59.0% | $74,550-47.3% | $135,375-71.0% |
| Participation rate | 77.8% | 75.7%+2.1pp | 69.1%+8.6pp | 82.6%-4.9pp |
| Annual return | -8.27% | 56.96%-65.2pp | 32.53%-40.8pp | 519.73%-528.0pp |
| Employer contribution / active EE | $596 | $2,716-78.1% | $1,961-69.6% | $4,779-87.5% |
| Participant deferral / active EE | $1,301 | $3,843-66.1% | $3,108-58.1% | $5,609-76.8% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |