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 | $26,944 | $84,402-68.1% | $61,373-56.1% | $134,475-80.0% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | -17.41% | 584.55%-602.0pp | 338.61%-356.0pp | 417.96%-435.4pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,665 | $2,819+65.5% | $2,125+119.6% | $6,400-27.1% |
| Admin fee / account holder | $256 | $2,585-90.1% | $2,130-88.0% | $11,426-97.8% |