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 | $12,752 | $92,703-86.2% | $82,719-84.6% | $134,475-90.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -17.17% | 944.92%-962.1pp | 701.18%-718.4pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,187 | $3,274-63.8% | $3,009-60.6% | $4,740-75.0% |
| Participant deferral / active EE | $2,035 | $4,802-57.6% | $4,395-53.7% | $6,400-68.2% |
| Admin fee / account holder | $191 | $5,983-96.8% | $5,329-96.4% | $11,426-98.3% |