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 9-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 | $23,468 | $138,044-83.0% | $125,339-81.3% | $134,475-82.5% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -9.16% | 750.33%-759.5pp | 572.05%-581.2pp | 417.96%-427.1pp |
| Employer contribution / active EE | $1,809 | $5,243-65.5% | $4,814-62.4% | $4,740-61.8% |
| Participant deferral / active EE | $3,389 | $7,799-56.5% | $7,446-54.5% | $6,400-47.0% |
| Admin fee / account holder | $73 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |