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 | $9,764 | $92,703-89.5% | $82,719-88.2% | $134,475-92.7% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -17.53% | 944.92%-962.4pp | 701.18%-718.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $358 | $3,274-89.1% | $3,009-88.1% | $4,740-92.5% |
| Participant deferral / active EE | $2,586 | $4,802-46.2% | $4,395-41.2% | $6,400-59.6% |
| Admin fee / account holder | $199 | $5,983-96.7% | $5,329-96.3% | $11,426-98.3% |