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 | $10,265 | $67,331-84.8% | $60,874-83.1% | $134,475-92.4% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.1%+14.4pp | 81.2%+6.3pp |
| Annual return | -17.56% | 49.93%-67.5pp | 16.90%-34.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,115 | $3,096-64.0% | $2,701-58.7% | $4,740-76.5% |
| Participant deferral / active EE | $1,649 | $4,538-63.7% | $3,817-56.8% | $6,400-74.2% |
| Admin fee / account holder | $230 | $4,582-95.0% | $3,224-92.9% | $11,426-98.0% |