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 | $30,206 | $133,958-77.5% | $112,228-73.1% | $134,475-77.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.06% | 47.11%-58.2pp | 27.45%-38.5pp | 417.96%-429.0pp |
| Employer contribution / active EE | $3,125 | $4,038-22.6% | $3,635-14.0% | $4,740-34.1% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $296 | $7,489-96.0% | $6,410-95.4% | $11,426-97.4% |