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 | $44,044 | $180,449-75.6% | $154,107-71.4% | $135,375-67.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.46% | 888.09%-895.5pp | 735.12%-742.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,774 | $6,035-70.6% | $5,298-66.5% | $4,779-62.9% |
| Participant deferral / active EE | $4,423 | $5,806-23.8% | $5,081-12.9% | $5,609-21.1% |
| Admin fee / account holder | $18 | $16,143-99.9% | $13,411-99.9% | $10,827-99.8% |