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 | $19,691 | $92,222-78.6% | $76,768-74.3% | $135,375-85.5% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -8.63% | 5.46%-14.1pp | 2.43%-11.1pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,701 | $3,216-47.1% | $2,485-31.6% | $4,779-64.4% |
| Participant deferral / active EE | $3,274 | $4,509-27.4% | $3,852-15.0% | $5,609-41.6% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |