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 | $15,203 | $92,703-83.6% | $82,719-81.6% | $134,475-88.7% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -16.78% | 944.92%-961.7pp | 701.18%-718.0pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,685 | $3,274-18.0% | $3,009-10.8% | $4,740-43.3% |
| Participant deferral / active EE | $2,685 | $4,802-44.1% | $4,395-38.9% | $6,400-58.0% |
| Admin fee / account holder | $26 | $5,983-99.6% | $5,329-99.5% | $11,426-99.8% |