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 | $25,194 | $190,805-86.8% | $159,960-84.2% | $134,475-81.3% |
| Participation rate | 85.0% | 81.9%+3.1pp | 78.0%+7.0pp | 81.2%+3.8pp |
| Annual return | -16.89% | 552.23%-569.1pp | 408.60%-425.5pp | 417.96%-434.9pp |
| Employer contribution / active EE | $989 | $4,995-80.2% | $4,226-76.6% | $4,740-79.1% |
| Participant deferral / active EE | $4,920 | $6,923-28.9% | $6,182-20.4% | $6,400-23.1% |
| Admin fee / account holder | $42 | $10,471-99.6% | $8,698-99.5% | $11,426-99.6% |