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 | $23,054 | $138,065-83.3% | $123,544-81.3% | $135,375-83.0% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -7.50% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,660 | $5,151-67.8% | $4,628-64.1% | $4,779-65.3% |
| Participant deferral / active EE | $3,651 | $6,799-46.3% | $6,426-43.2% | $5,609-34.9% |
| Admin fee / account holder | $233 | $10,916-97.9% | $9,284-97.5% | $10,827-97.9% |