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 | $21,516 | $92,703-76.8% | $82,719-74.0% | $134,475-84.0% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -17.53% | 944.92%-962.4pp | 701.18%-718.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $4,666 | $3,274+42.5% | $3,009+55.1% | $4,740-1.6% |
| Participant deferral / active EE | $6,568 | $4,802+36.8% | $4,395+49.4% | $6,400+2.6% |
| Admin fee / account holder | $57 | $5,983-99.0% | $5,329-98.9% | $11,426-99.5% |