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 6-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 | $14,969 | $190,805-92.2% | $159,960-90.6% | $134,475-88.9% |
| Participation rate | 82.4% | 81.9%+0.4pp | 78.0%+4.4pp | 81.2%+1.1pp |
| Annual return | -13.94% | 552.23%-566.2pp | 408.60%-422.5pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,696 | $4,995-66.0% | $4,226-59.9% | $4,740-64.2% |
| Participant deferral / active EE | $3,462 | $6,923-50.0% | $6,182-44.0% | $6,400-45.9% |
| Admin fee / account holder | $8 | $10,471-99.9% | $8,698-99.9% | $11,426-99.9% |