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 5-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 | $21,682 | $117,690-81.6% | $71,735-69.8% | $134,475-83.9% |
| Participation rate | 81.8% | 68.8%+13.0pp | 62.3%+19.5pp | 81.2%+0.6pp |
| Annual return | -20.03% | 25.44%-45.5pp | 9.14%-29.2pp | 417.96%-438.0pp |
| Employer contribution / active EE | $3,186 | $2,525+26.2% | $1,704+87.0% | $4,740-32.8% |
| Participant deferral / active EE | $7,907 | $3,759+110.3% | $2,658+197.5% | $6,400+23.6% |
| Admin fee / account holder | $0 | $6,379-100.0% | $3,974-100.0% | $11,426-100.0% |