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 8-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 | $31,471 | $67,331-53.3% | $60,874-48.3% | $134,475-76.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.85% | 49.93%-67.8pp | 16.90%-34.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,948 | $3,096-4.8% | $2,701+9.1% | $4,740-37.8% |
| Participant deferral / active EE | $5,851 | $4,538+28.9% | $3,817+53.3% | $6,400-8.6% |
| Admin fee / account holder | $81 | $4,582-98.2% | $3,224-97.5% | $11,426-99.3% |