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 | $26,983 | $92,703-70.9% | $82,719-67.4% | $134,475-79.9% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -18.29% | 944.92%-963.2pp | 701.18%-719.5pp | 417.96%-436.3pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,255 | $4,802-32.2% | $4,395-25.9% | $6,400-49.1% |
| Admin fee / account holder | $62 | $5,983-99.0% | $5,329-98.8% | $11,426-99.5% |