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 | $18,023 | $97,757-81.6% | $83,848-78.5% | $135,375-86.7% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -8.31% | 1287.37%-1295.7pp | 850.88%-859.2pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,439 | $4,222-42.2% | $3,631-32.8% | $4,779-49.0% |
| Participant deferral / active EE | $3,207 | $4,682-31.5% | $4,082-21.4% | $5,609-42.8% |
| Admin fee / account holder | $126 | $6,674-98.1% | $5,478-97.7% | $10,827-98.8% |