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 | $38,185 | $84,402-54.8% | $61,373-37.8% | $134,475-71.6% |
| Participation rate | 85.7% | 62.2%+23.5pp | 52.6%+33.1pp | 81.2%+4.5pp |
| Annual return | -15.96% | 584.55%-600.5pp | 338.61%-354.6pp | 417.96%-433.9pp |
| Employer contribution / active EE | $7,590 | $1,544+391.4% | $1,159+554.7% | $4,740+60.1% |
| Participant deferral / active EE | $2,262 | $2,819-19.8% | $2,125+6.4% | $6,400-64.7% |
| Admin fee / account holder | $264 | $2,585-89.8% | $2,130-87.6% | $11,426-97.7% |