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 | $23,177 | $129,942-82.2% | $104,294-77.8% | $134,475-82.8% |
| Participation rate | 95.0% | 79.5%+15.5pp | 73.3%+21.7pp | 81.2%+13.8pp |
| Annual return | -19.14% | 42.03%-61.2pp | 24.61%-43.7pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,686 | $4,184-35.8% | $3,372-20.3% | $4,740-43.3% |
| Participant deferral / active EE | $2,996 | $5,588-46.4% | $4,625-35.2% | $6,400-53.2% |
| Admin fee / account holder | $48 | $9,323-99.5% | $7,339-99.4% | $11,426-99.6% |