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 | $22,538 | $99,032-77.2% | $80,019-71.8% | $135,375-83.4% |
| Participation rate | 81.3% | 78.4%+2.9pp | 75.8%+5.4pp | 82.6%-1.4pp |
| Annual return | -5.60% | 15.39%-21.0pp | 11.22%-16.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,282 | $3,043-57.9% | $2,468-48.1% | $4,779-73.2% |
| Participant deferral / active EE | $1,711 | $4,282-60.1% | $3,686-53.6% | $5,609-69.5% |
| Admin fee / account holder | $19 | $10,436-99.8% | $6,521-99.7% | $10,827-99.8% |