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 | $29,629 | $138,044-78.5% | $125,339-76.4% | $134,475-78.0% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -19.45% | 750.33%-769.8pp | 572.05%-591.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,069 | $5,243-60.5% | $4,814-57.0% | $4,740-56.4% |
| Participant deferral / active EE | $5,247 | $7,799-32.7% | $7,446-29.5% | $6,400-18.0% |
| Admin fee / account holder | $281 | $11,571-97.6% | $10,010-97.2% | $11,426-97.5% |