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 | $21,959 | $93,024-76.4% | $77,024-71.5% | $134,475-83.7% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -14.66% | 62.60%-77.3pp | 42.32%-57.0pp | 417.96%-432.6pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,232 | $5,238-57.4% | $4,426-49.6% | $6,400-65.1% |
| Admin fee / account holder | $102 | $6,944-98.5% | $5,425-98.1% | $11,426-99.1% |