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 | $23,540 | $97,757-75.9% | $83,848-71.9% | $135,375-82.6% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -8.25% | 1287.37%-1295.6pp | 850.88%-859.1pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,345 | $4,222-68.1% | $3,631-62.9% | $4,779-71.8% |
| Participant deferral / active EE | $4,381 | $4,682-6.4% | $4,082+7.3% | $5,609-21.9% |
| Admin fee / account holder | $61 | $6,674-99.1% | $5,478-98.9% | $10,827-99.4% |