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 | $24,143 | $152,509-84.2% | $117,472-79.4% | $134,475-82.0% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -19.32% | 52.99%-72.3pp | 29.74%-49.1pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,288 | $5,571-76.9% | $4,176-69.2% | $4,740-72.8% |
| Participant deferral / active EE | $2,696 | $4,818-44.0% | $4,070-33.8% | $6,400-57.9% |
| Admin fee / account holder | $125 | $7,004-98.2% | $5,645-97.8% | $11,426-98.9% |