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 | $13,526 | $106,543-87.3% | $91,220-85.2% | $134,475-89.9% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.2%+6.8pp | 81.2%-1.2pp |
| Annual return | -15.65% | 160.60%-176.2pp | 114.01%-129.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,283 | $3,331-61.5% | $2,850-55.0% | $4,740-72.9% |
| Participant deferral / active EE | $3,303 | $4,719-30.0% | $4,234-22.0% | $6,400-48.4% |
| Admin fee / account holder | $34 | $6,231-99.5% | $5,420-99.4% | $11,426-99.7% |