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 9-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 | $15,630 | $95,862-83.7% | $79,550-80.4% | $134,475-88.4% |
| Participation rate | 95.2% | 75.0%+20.2pp | 69.5%+25.8pp | 81.2%+14.0pp |
| Annual return | -12.62% | -2.69%-9.9pp | 0.16%-12.8pp | 417.96%-430.6pp |
| Employer contribution / active EE | $840 | $3,128-73.2% | $2,413-65.2% | $4,740-82.3% |
| Participant deferral / active EE | $3,004 | $4,693-36.0% | $3,985-24.6% | $6,400-53.1% |
| Admin fee / account holder | $214 | $9,126-97.7% | $6,832-96.9% | $11,426-98.1% |