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 6-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 | $8,787 | $92,703-90.5% | $82,719-89.4% | $134,475-93.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -16.48% | 944.92%-961.4pp | 701.18%-717.7pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,884 | $3,274-42.4% | $3,009-37.4% | $4,740-60.2% |
| Participant deferral / active EE | $2,876 | $4,802-40.1% | $4,395-34.6% | $6,400-55.1% |
| Admin fee / account holder | $208 | $5,983-96.5% | $5,329-96.1% | $11,426-98.2% |