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 | $11,561 | $90,600-87.2% | $79,464-85.5% | $135,375-91.5% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -6.20% | 977.43%-983.6pp | 718.14%-724.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,556 | $3,068-49.3% | $2,800-44.4% | $4,779-67.4% |
| Participant deferral / active EE | $3,015 | $4,050-25.6% | $3,704-18.6% | $5,609-46.3% |
| Admin fee / account holder | $48 | $5,907-99.2% | $5,113-99.1% | $10,827-99.6% |