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 | $35,081 | $97,757-64.1% | $83,848-58.2% | $135,375-74.1% |
| Participation rate | 73.3% | 80.0%-6.6pp | 76.1%-2.8pp | 82.6%-9.3pp |
| Annual return | -7.80% | 1287.37%-1295.2pp | 850.88%-858.7pp | 519.73%-527.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,998 | $4,682-57.3% | $4,082-51.0% | $5,609-64.4% |
| Admin fee / account holder | $253 | $6,674-96.2% | $5,478-95.4% | $10,827-97.7% |