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 6-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 | $17,787 | $138,044-87.1% | $125,339-85.8% | $134,475-86.8% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -19.94% | 750.33%-770.3pp | 572.05%-592.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,267 | $5,243-75.8% | $4,814-73.7% | $4,740-73.3% |
| Participant deferral / active EE | $5,800 | $7,799-25.6% | $7,446-22.1% | $6,400-9.4% |
| Admin fee / account holder | $92 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |