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 | $16,839 | $88,594-81.0% | $70,092-76.0% | $134,475-87.5% |
| Participation rate | 87.0% | 74.9%+12.0pp | 70.5%+16.5pp | 81.2%+5.7pp |
| Annual return | -18.62% | 442.67%-461.3pp | 190.73%-209.4pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,576 | $3,233-51.2% | $2,559-38.4% | $4,740-66.7% |
| Participant deferral / active EE | $2,396 | $4,772-49.8% | $3,849-37.7% | $6,400-62.6% |
| Admin fee / account holder | $192 | $10,441-98.2% | $6,267-96.9% | $11,426-98.3% |