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 | $20,157 | $90,600-77.8% | $79,464-74.6% | $135,375-85.1% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -8.58% | 977.43%-986.0pp | 718.14%-726.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,430 | $3,068-53.4% | $2,800-48.9% | $4,779-70.1% |
| Participant deferral / active EE | $1,033 | $4,050-74.5% | $3,704-72.1% | $5,609-81.6% |
| Admin fee / account holder | $153 | $5,907-97.4% | $5,113-97.0% | $10,827-98.6% |