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 | $17,559 | $92,703-81.1% | $82,719-78.8% | $134,475-86.9% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | -18.29% | 944.92%-963.2pp | 701.18%-719.5pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,293 | $3,274-60.5% | $3,009-57.0% | $4,740-72.7% |
| Participant deferral / active EE | $3,187 | $4,802-33.6% | $4,395-27.5% | $6,400-50.2% |
| Admin fee / account holder | $227 | $5,983-96.2% | $5,329-95.7% | $11,426-98.0% |