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 | $15,443 | $152,509-89.9% | $117,472-86.9% | $134,475-88.5% |
| Participation rate | 90.0% | 77.1%+12.9pp | 70.6%+19.4pp | 81.2%+8.8pp |
| Annual return | -15.10% | 52.99%-68.1pp | 29.74%-44.8pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,061 | $5,571-81.0% | $4,176-74.6% | $4,740-77.6% |
| Participant deferral / active EE | $3,303 | $4,818-31.4% | $4,070-18.9% | $6,400-48.4% |
| Admin fee / account holder | $195 | $7,004-97.2% | $5,645-96.6% | $11,426-98.3% |