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 | $40,158 | $90,600-55.7% | $79,464-49.5% | $135,375-70.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.09% | 977.43%-984.5pp | 718.14%-725.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,303 | $3,068-24.9% | $2,800-17.8% | $4,779-51.8% |
| Participant deferral / active EE | $5,294 | $4,050+30.7% | $3,704+42.9% | $5,609-5.6% |
| Admin fee / account holder | $4 | $5,907-99.9% | $5,113-99.9% | $10,827-100.0% |