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 | $13,471 | $90,600-85.1% | $79,464-83.0% | $135,375-90.0% |
| Participation rate | 78.6% | 76.0%+2.5pp | 73.3%+5.2pp | 82.6%-4.1pp |
| Annual return | -6.69% | 977.43%-984.1pp | 718.14%-724.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $950 | $3,068-69.0% | $2,800-66.1% | $4,779-80.1% |
| Participant deferral / active EE | $2,067 | $4,050-49.0% | $3,704-44.2% | $5,609-63.2% |
| Admin fee / account holder | $23 | $5,907-99.6% | $5,113-99.5% | $10,827-99.8% |