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 | $33,892 | $197,825-82.9% | $155,790-78.2% | $125,391-73.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.61% | 86.74%-87.3pp | 71.54%-72.1pp | 282.22%-282.8pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $3,836-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,721 | $5,630-69.4% | $4,797-64.1% | $5,352-67.8% |
| Admin fee / account holder | $18 | $9,545-99.8% | $7,478-99.8% | $9,540-99.8% |