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 | $27,544 | $84,402-67.4% | $61,373-55.1% | $134,475-79.5% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | -19.01% | 584.55%-603.6pp | 338.61%-357.6pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,730 | $1,544+76.8% | $1,159+135.5% | $4,740-42.4% |
| Participant deferral / active EE | $6,210 | $2,819+120.3% | $2,125+192.3% | $6,400-3.0% |
| Admin fee / account holder | $125 | $2,585-95.2% | $2,130-94.1% | $11,426-98.9% |