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 | $11,151 | $92,703-88.0% | $82,719-86.5% | $134,475-91.7% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.3pp | 81.2%+11.6pp |
| Annual return | -8.49% | 944.92%-953.4pp | 701.18%-709.7pp | 417.96%-426.5pp |
| Employer contribution / active EE | $1,144 | $3,274-65.1% | $3,009-62.0% | $4,740-75.9% |
| Participant deferral / active EE | $2,516 | $4,802-47.6% | $4,395-42.7% | $6,400-60.7% |
| Admin fee / account holder | $288 | $5,983-95.2% | $5,329-94.6% | $11,426-97.5% |