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 | $17,020 | $82,286-79.3% | $68,791-75.3% | $134,475-87.3% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.0%+14.3pp | 81.2%+2.1pp |
| Annual return | -19.19% | -2.19%-17.0pp | -6.38%-12.8pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,617 | $3,301-51.0% | $2,655-39.1% | $4,740-65.9% |
| Participant deferral / active EE | $3,734 | $4,739-21.2% | $3,941-5.3% | $6,400-41.7% |
| Admin fee / account holder | $252 | $6,481-96.1% | $4,932-94.9% | $11,426-97.8% |