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 | $19,778 | $138,044-85.7% | $125,339-84.2% | $134,475-85.3% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -18.71% | 750.33%-769.0pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,481 | $5,243-52.7% | $4,814-48.5% | $4,740-47.7% |
| Participant deferral / active EE | $5,225 | $7,799-33.0% | $7,446-29.8% | $6,400-18.4% |
| Admin fee / account holder | $113 | $11,571-99.0% | $10,010-98.9% | $11,426-99.0% |