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 7-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 | $19,477 | $92,703-79.0% | $82,719-76.5% | $134,475-85.5% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.2pp | 81.2%-8.5pp |
| Annual return | -11.76% | 944.92%-956.7pp | 701.18%-712.9pp | 417.96%-429.7pp |
| Employer contribution / active EE | $1,469 | $3,274-55.1% | $3,009-51.2% | $4,740-69.0% |
| Participant deferral / active EE | $3,469 | $4,802-27.8% | $4,395-21.1% | $6,400-45.8% |
| Admin fee / account holder | $82 | $5,983-98.6% | $5,329-98.5% | $11,426-99.3% |