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 | $33,942 | $76,000-55.3% | $154,107-78.0% | $64,186-47.1% |
| Participation rate | 77.1% | 70.4%+6.7pp | 83.0%-5.9pp | 69.6%+7.6pp |
| Annual return | -3.53% | 30.32%-33.8pp | 735.12%-738.6pp | 7.63%-11.2pp |
| Employer contribution / active EE | $2,147 | $3,351-35.9% | $5,298-59.5% | $2,381-9.8% |
| Participant deferral / active EE | $3,476 | $3,175+9.5% | $5,081-31.6% | $3,470+0.2% |
| Admin fee / account holder | $172 | $5,596-96.9% | $13,411-98.7% | $4,888-96.5% |