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 | $17,273 | $84,402-79.5% | $61,373-71.9% | $134,475-87.2% |
| Participation rate | 70.8% | 62.2%+8.6pp | 52.6%+18.3pp | 81.2%-10.4pp |
| Annual return | -16.24% | 584.55%-600.8pp | 338.61%-354.8pp | 417.96%-434.2pp |
| Employer contribution / active EE | $154 | $1,544-90.0% | $1,159-86.7% | $4,740-96.8% |
| Participant deferral / active EE | $881 | $2,819-68.7% | $2,125-58.5% | $6,400-86.2% |
| Admin fee / account holder | $226 | $2,585-91.2% | $2,130-89.4% | $11,426-98.0% |