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 | $14,196 | $92,703-84.7% | $82,719-82.8% | $134,475-89.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.63% | 944.92%-963.6pp | 701.18%-719.8pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,642 | $3,274-49.8% | $3,009-45.4% | $4,740-65.3% |
| Participant deferral / active EE | $2,877 | $4,802-40.1% | $4,395-34.5% | $6,400-55.0% |
| Admin fee / account holder | $155 | $5,983-97.4% | $5,329-97.1% | $11,426-98.6% |