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 | $24,973 | $88,594-71.8% | $70,092-64.4% | $134,475-81.4% |
| Participation rate | 85.7% | 74.9%+10.8pp | 70.5%+15.2pp | 81.2%+4.5pp |
| Annual return | -15.98% | 442.67%-458.6pp | 190.73%-206.7pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,272 | $3,233-60.7% | $2,559-50.3% | $4,740-73.2% |
| Participant deferral / active EE | $3,541 | $4,772-25.8% | $3,849-8.0% | $6,400-44.7% |
| Admin fee / account holder | $216 | $10,441-97.9% | $6,267-96.6% | $11,426-98.1% |