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 | $34,518 | $138,065-75.0% | $123,544-72.1% | $135,375-74.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.99% | 153.68%-161.7pp | 119.20%-127.2pp | 519.73%-527.7pp |
| Employer contribution / active EE | $3,125 | $5,151-39.3% | $4,628-32.5% | $4,779-34.6% |
| Participant deferral / active EE | $5,360 | $6,799-21.2% | $6,426-16.6% | $5,609-4.4% |
| Admin fee / account holder | $250 | $10,916-97.7% | $9,284-97.3% | $10,827-97.7% |