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 | $16,860 | $90,600-81.4% | $79,464-78.8% | $135,375-87.5% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -1.77% | 977.43%-979.2pp | 718.14%-719.9pp | 519.73%-521.5pp |
| Employer contribution / active EE | $1,315 | $3,068-57.1% | $2,800-53.0% | $4,779-72.5% |
| Participant deferral / active EE | $967 | $4,050-76.1% | $3,704-73.9% | $5,609-82.8% |
| Admin fee / account holder | $159 | $5,907-97.3% | $5,113-96.9% | $10,827-98.5% |