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 | $31,538 | $92,703-66.0% | $82,719-61.9% | $134,475-76.5% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -17.36% | 944.92%-962.3pp | 701.18%-718.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,145 | $3,274-34.5% | $3,009-28.7% | $4,740-54.8% |
| Participant deferral / active EE | $2,145 | $4,802-55.3% | $4,395-51.2% | $6,400-66.5% |
| Admin fee / account holder | $130 | $5,983-97.8% | $5,329-97.6% | $11,426-98.9% |