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 7-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 | $23,579 | $133,958-82.4% | $112,228-79.0% | $134,475-82.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -18.50% | 47.11%-65.6pp | 27.45%-45.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,638 | $4,038-59.4% | $3,635-54.9% | $4,740-65.4% |
| Participant deferral / active EE | $9,411 | $5,291+77.9% | $4,728+99.1% | $6,400+47.1% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |