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 10-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 | $11,463 | $152,509-92.5% | $117,472-90.2% | $134,475-91.5% |
| Participation rate | 81.8% | 77.1%+4.7pp | 70.6%+11.2pp | 81.2%+0.6pp |
| Annual return | -10.34% | 52.99%-63.3pp | 29.74%-40.1pp | 417.96%-428.3pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,374 | $4,818-71.5% | $4,070-66.2% | $6,400-78.5% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |