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 | $30,055 | $82,630-63.6% | $64,105-53.1% | $125,391-76.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -3.36% | 1489.72%-1493.1pp | 791.24%-794.6pp | 282.22%-285.6pp |
| Employer contribution / active EE | $1,817 | $2,671-32.0% | $1,820-0.1% | $4,866-62.7% |
| Participant deferral / active EE | $2,375 | $3,608-34.2% | $2,822-15.8% | $5,352-55.6% |
| Admin fee / account holder | $287 | $6,382-95.5% | $4,499-93.6% | $9,540-97.0% |