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 | $22,309 | $190,805-88.3% | $159,960-86.1% | $134,475-83.4% |
| Participation rate | 88.9% | 81.9%+7.0pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -8.91% | 552.23%-561.1pp | 408.60%-417.5pp | 417.96%-426.9pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,802 | $6,923-74.0% | $6,182-70.9% | $6,400-71.8% |
| Admin fee / account holder | $16 | $10,471-99.8% | $8,698-99.8% | $11,426-99.9% |