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 9-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 | $41,818 | $167,307-75.0% | $143,757-70.9% | $134,475-68.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.99% | 0.46%-18.4pp | -0.04%-17.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,826 | $5,619-49.7% | $4,951-42.9% | $4,740-40.4% |
| Participant deferral / active EE | $3,061 | $6,446-52.5% | $5,637-45.7% | $6,400-52.2% |
| Admin fee / account holder | $86 | $18,088-99.5% | $14,673-99.4% | $11,426-99.3% |