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 6-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 | $11,868 | $93,024-87.2% | $77,024-84.6% | $134,475-91.2% |
| Participation rate | 90.9% | 74.5%+16.4pp | 67.9%+23.0pp | 81.2%+9.7pp |
| Annual return | -18.81% | 62.60%-81.4pp | 42.32%-61.1pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,681 | $3,418-50.8% | $2,812-40.2% | $4,740-64.5% |
| Participant deferral / active EE | $3,162 | $5,238-39.6% | $4,426-28.6% | $6,400-50.6% |
| Admin fee / account holder | $81 | $6,944-98.8% | $5,425-98.5% | $11,426-99.3% |