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 | $31,031 | $92,703-66.5% | $82,719-62.5% | $134,475-76.9% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.6%+20.8pp | 81.2%+12.1pp |
| Annual return | -18.89% | 944.92%-963.8pp | 701.18%-720.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,432 | $3,274-56.3% | $3,009-52.4% | $4,740-69.8% |
| Participant deferral / active EE | $1,950 | $4,802-59.4% | $4,395-55.6% | $6,400-69.5% |
| Admin fee / account holder | $33 | $5,983-99.5% | $5,329-99.4% | $11,426-99.7% |