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 | $33,079 | $92,703-64.3% | $82,719-60.0% | $134,475-75.4% |
| Participation rate | 95.0% | 75.2%+19.8pp | 72.6%+22.4pp | 81.2%+13.8pp |
| Annual return | -16.62% | 944.92%-961.5pp | 701.18%-717.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,225 | $3,274-62.6% | $3,009-59.3% | $4,740-74.2% |
| Participant deferral / active EE | $1,798 | $4,802-62.6% | $4,395-59.1% | $6,400-71.9% |
| Admin fee / account holder | $225 | $5,983-96.2% | $5,329-95.8% | $11,426-98.0% |