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 | $9,955 | $84,402-88.2% | $61,373-83.8% | $134,475-92.6% |
| Participation rate | 94.4% | 62.2%+32.2pp | 52.6%+41.9pp | 81.2%+13.2pp |
| Annual return | -17.89% | 584.55%-602.4pp | 338.61%-356.5pp | 417.96%-435.9pp |
| Employer contribution / active EE | $505 | $1,544-67.3% | $1,159-56.5% | $4,740-89.3% |
| Participant deferral / active EE | $544 | $2,819-80.7% | $2,125-74.4% | $6,400-91.5% |
| Admin fee / account holder | $24 | $2,585-99.1% | $2,130-98.9% | $11,426-99.8% |