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 7-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 | $15,158 | $138,044-89.0% | $125,339-87.9% | $134,475-88.7% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -13.24% | 750.33%-763.6pp | 572.05%-585.3pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,123 | $5,243-59.5% | $4,814-55.9% | $4,740-55.2% |
| Participant deferral / active EE | $3,989 | $7,799-48.8% | $7,446-46.4% | $6,400-37.7% |
| Admin fee / account holder | $236 | $11,571-98.0% | $10,010-97.6% | $11,426-97.9% |