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 | $21,437 | $133,958-84.0% | $112,228-80.9% | $134,475-84.1% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -19.88% | 47.11%-67.0pp | 27.45%-47.3pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,455 | $4,038-39.2% | $3,635-32.5% | $4,740-48.2% |
| Participant deferral / active EE | $4,506 | $5,291-14.8% | $4,728-4.7% | $6,400-29.6% |
| Admin fee / account holder | $227 | $7,489-97.0% | $6,410-96.5% | $11,426-98.0% |