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 | $15,334 | $90,600-83.1% | $79,464-80.7% | $135,375-88.7% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -9.63% | 977.43%-987.1pp | 718.14%-727.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $954 | $3,068-68.9% | $2,800-65.9% | $4,779-80.0% |
| Participant deferral / active EE | $3,219 | $4,050-20.5% | $3,704-13.1% | $5,609-42.6% |
| Admin fee / account holder | $205 | $5,907-96.5% | $5,113-96.0% | $10,827-98.1% |