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 8-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 | $22,212 | $133,958-83.4% | $112,228-80.2% | $134,475-83.5% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -15.28% | 47.11%-62.4pp | 27.45%-42.7pp | 417.96%-433.2pp |
| Employer contribution / active EE | $960 | $4,038-76.2% | $3,635-73.6% | $4,740-79.7% |
| Participant deferral / active EE | $2,383 | $5,291-55.0% | $4,728-49.6% | $6,400-62.8% |
| Admin fee / account holder | $58 | $7,489-99.2% | $6,410-99.1% | $11,426-99.5% |