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 | $25,983 | $67,331-61.4% | $60,874-57.3% | $134,475-80.7% |
| Participation rate | 73.3% | 76.2%-2.8pp | 73.1%+0.2pp | 81.2%-7.9pp |
| Annual return | -9.60% | 49.93%-59.5pp | 16.90%-26.5pp | 417.96%-427.6pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,769 | $4,538-17.0% | $3,817-1.2% | $6,400-41.1% |
| Admin fee / account holder | $162 | $4,582-96.5% | $3,224-95.0% | $11,426-98.6% |