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 | $24,151 | $138,044-82.5% | $125,339-80.7% | $134,475-82.0% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.41% | 750.33%-768.7pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,711 | $7,799-52.4% | $7,446-50.2% | $6,400-42.0% |
| Admin fee / account holder | $10 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |