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 | $16,184 | $88,594-81.7% | $70,092-76.9% | $134,475-88.0% |
| Participation rate | 77.8% | 74.9%+2.8pp | 70.5%+7.3pp | 81.2%-3.4pp |
| Annual return | -19.75% | 442.67%-462.4pp | 190.73%-210.5pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,272 | $3,233-60.6% | $2,559-50.3% | $4,740-73.2% |
| Participant deferral / active EE | $2,714 | $4,772-43.1% | $3,849-29.5% | $6,400-57.6% |
| Admin fee / account holder | $288 | $10,441-97.2% | $6,267-95.4% | $11,426-97.5% |