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 | $24,636 | $93,024-73.5% | $77,024-68.0% | $134,475-81.7% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -18.61% | 62.60%-81.2pp | 42.32%-60.9pp | 417.96%-436.6pp |
| Employer contribution / active EE | $4,042 | $3,418+18.3% | $2,812+43.7% | $4,740-14.7% |
| Participant deferral / active EE | $4,506 | $5,238-14.0% | $4,426+1.8% | $6,400-29.6% |
| Admin fee / account holder | $189 | $6,944-97.3% | $5,425-96.5% | $11,426-98.3% |