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 | $28,038 | $84,695-66.9% | $73,843-62.0% | $125,391-77.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.64% | 3123.53%-3125.2pp | 2267.84%-2269.5pp | 282.22%-283.9pp |
| Employer contribution / active EE | $3,656 | $3,123+17.0% | $2,787+31.1% | $4,866-24.9% |
| Participant deferral / active EE | $1,922 | $3,992-51.9% | $3,583-46.4% | $5,352-64.1% |
| Admin fee / account holder | $99 | $5,691-98.3% | $4,880-98.0% | $9,540-99.0% |