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 | $16,850 | $133,958-87.4% | $112,228-85.0% | $134,475-87.5% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -9.05% | 47.11%-56.2pp | 27.45%-36.5pp | 417.96%-427.0pp |
| Employer contribution / active EE | $1,076 | $4,038-73.4% | $3,635-70.4% | $4,740-77.3% |
| Participant deferral / active EE | $2,151 | $5,291-59.4% | $4,728-54.5% | $6,400-66.4% |
| Admin fee / account holder | $50 | $7,489-99.3% | $6,410-99.2% | $11,426-99.6% |