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 9-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 | $28,808 | $92,703-68.9% | $82,719-65.2% | $134,475-78.6% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.6%+20.8pp | 81.2%+12.1pp |
| Annual return | -15.32% | 944.92%-960.2pp | 701.18%-716.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,834 | $3,274-44.0% | $3,009-39.0% | $4,740-61.3% |
| Participant deferral / active EE | $1,643 | $4,802-65.8% | $4,395-62.6% | $6,400-74.3% |
| Admin fee / account holder | $3 | $5,983-100.0% | $5,329-99.9% | $11,426-100.0% |