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 | $17,248 | $82,286-79.0% | $68,791-74.9% | $134,475-87.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.88% | -2.19%-13.7pp | -6.38%-9.5pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,187 | $3,301-33.7% | $2,655-17.6% | $4,740-53.9% |
| Participant deferral / active EE | $2,576 | $4,739-45.6% | $3,941-34.7% | $6,400-59.8% |
| Admin fee / account holder | $15 | $6,481-99.8% | $4,932-99.7% | $11,426-99.9% |