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 | $32,689 | $133,958-75.6% | $112,228-70.9% | $134,475-75.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.92% | 47.11%-61.0pp | 27.45%-41.4pp | 417.96%-431.9pp |
| Employer contribution / active EE | $2,325 | $4,038-42.4% | $3,635-36.0% | $4,740-50.9% |
| Participant deferral / active EE | $8,796 | $5,291+66.3% | $4,728+86.0% | $6,400+37.4% |
| Admin fee / account holder | $77 | $7,489-99.0% | $6,410-98.8% | $11,426-99.3% |