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 | $22,391 | $92,703-75.8% | $82,719-72.9% | $134,475-83.3% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.3pp | 81.2%+11.6pp |
| Annual return | -13.21% | 944.92%-958.1pp | 701.18%-714.4pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,544 | $3,274-52.8% | $3,009-48.7% | $4,740-67.4% |
| Participant deferral / active EE | $3,351 | $4,802-30.2% | $4,395-23.8% | $6,400-47.6% |
| Admin fee / account holder | $78 | $5,983-98.7% | $5,329-98.5% | $11,426-99.3% |