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 | $22,658 | $138,044-83.6% | $125,339-81.9% | $134,475-83.2% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -19.07% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,786 | $5,243-46.9% | $4,814-42.1% | $4,740-41.2% |
| Participant deferral / active EE | $6,120 | $7,799-21.5% | $7,446-17.8% | $6,400-4.4% |
| Admin fee / account holder | $124 | $11,571-98.9% | $10,010-98.8% | $11,426-98.9% |