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 | $16,479 | $92,703-82.2% | $82,719-80.1% | $134,475-87.7% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.3pp | 81.2%+11.6pp |
| Annual return | -17.16% | 944.92%-962.1pp | 701.18%-718.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,264 | $3,274-61.4% | $3,009-58.0% | $4,740-73.3% |
| Participant deferral / active EE | $5,588 | $4,802+16.4% | $4,395+27.1% | $6,400-12.7% |
| Admin fee / account holder | $220 | $5,983-96.3% | $5,329-95.9% | $11,426-98.1% |