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 | $20,433 | $54,350-62.4% | $82,719-75.3% | $68,494-70.2% |
| Participation rate | 96.9% | 63.9%+33.0pp | 72.6%+24.3pp | 67.9%+29.0pp |
| Annual return | -18.23% | -13.67%-4.6pp | 701.18%-719.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,774 | $2,218+25.1% | $3,009-7.8% | $2,596+6.9% |
| Participant deferral / active EE | $4,437 | $3,246+36.7% | $4,395+1.0% | $4,027+10.2% |
| Admin fee / account holder | $102 | $4,395-97.7% | $5,329-98.1% | $5,403-98.1% |