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 8-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 | $39,385 | $90,600-56.5% | $79,464-50.4% | $135,375-70.9% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -7.64% | 977.43%-985.1pp | 718.14%-725.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,890 | $3,068-38.4% | $2,800-32.5% | $4,779-60.4% |
| Participant deferral / active EE | $2,543 | $4,050-37.2% | $3,704-31.3% | $5,609-54.7% |
| Admin fee / account holder | $159 | $5,907-97.3% | $5,113-96.9% | $10,827-98.5% |