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 | $39,045 | $84,695-53.9% | $73,843-47.1% | $125,391-68.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.80% | 3123.53%-3122.7pp | 2267.84%-2267.0pp | 282.22%-281.4pp |
| Employer contribution / active EE | $1,825 | $3,123-41.6% | $2,787-34.5% | $4,866-62.5% |
| Participant deferral / active EE | $2,696 | $3,992-32.5% | $3,583-24.8% | $5,352-49.6% |
| Admin fee / account holder | $48 | $5,691-99.2% | $4,880-99.0% | $9,540-99.5% |