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 10-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 | $14,020 | $92,703-84.9% | $82,719-83.1% | $134,475-89.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -17.67% | 944.92%-962.6pp | 701.18%-718.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,010 | $3,274-69.1% | $3,009-66.4% | $4,740-78.7% |
| Participant deferral / active EE | $2,096 | $4,802-56.4% | $4,395-52.3% | $6,400-67.3% |
| Admin fee / account holder | $84 | $5,983-98.6% | $5,329-98.4% | $11,426-99.3% |