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 | $7,508 | $92,703-91.9% | $82,719-90.9% | $134,475-94.4% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -16.18% | 944.92%-961.1pp | 701.18%-717.4pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,120 | $3,274-65.8% | $3,009-62.8% | $4,740-76.4% |
| Participant deferral / active EE | $1,791 | $4,802-62.7% | $4,395-59.2% | $6,400-72.0% |
| Admin fee / account holder | $78 | $5,983-98.7% | $5,329-98.5% | $11,426-99.3% |