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 | $23,241 | $138,044-83.2% | $125,339-81.5% | $134,475-82.7% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -18.04% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,353 | $5,243-74.2% | $4,814-71.9% | $4,740-71.5% |
| Participant deferral / active EE | $3,996 | $7,799-48.8% | $7,446-46.3% | $6,400-37.6% |
| Admin fee / account holder | $229 | $11,571-98.0% | $10,010-97.7% | $11,426-98.0% |