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 | $15,342 | $97,757-84.3% | $83,848-81.7% | $135,375-88.7% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -7.76% | 1287.37%-1295.1pp | 850.88%-858.6pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,596 | $4,222-62.2% | $3,631-56.0% | $4,779-66.6% |
| Participant deferral / active EE | $2,699 | $4,682-42.4% | $4,082-33.9% | $5,609-51.9% |
| Admin fee / account holder | $14 | $6,674-99.8% | $5,478-99.8% | $10,827-99.9% |