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 4-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 | $16,042 | $138,044-88.4% | $125,339-87.2% | $134,475-88.1% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -16.09% | 750.33%-766.4pp | 572.05%-588.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $8,878 | $7,799+13.8% | $7,446+19.2% | $6,400+38.7% |
| Admin fee / account holder | $154 | $11,571-98.7% | $10,010-98.5% | $11,426-98.6% |