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 7-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 | $13,924 | $84,402-83.5% | $61,373-77.3% | $134,475-89.6% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | -11.87% | 584.55%-596.4pp | 338.61%-350.5pp | 417.96%-429.8pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,999 | $2,819-29.1% | $2,125-5.9% | $6,400-68.8% |
| Admin fee / account holder | $24 | $2,585-99.1% | $2,130-98.9% | $11,426-99.8% |