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 | $23,759 | $133,958-82.3% | $112,228-78.8% | $134,475-82.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.28% | 47.11%-66.4pp | 27.45%-46.7pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,536 | $4,038-62.0% | $3,635-57.7% | $4,740-67.6% |
| Participant deferral / active EE | $4,071 | $5,291-23.1% | $4,728-13.9% | $6,400-36.4% |
| Admin fee / account holder | $275 | $7,489-96.3% | $6,410-95.7% | $11,426-97.6% |