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 | $12,843 | $92,703-86.1% | $82,719-84.5% | $134,475-90.4% |
| Participation rate | 85.0% | 75.2%+9.8pp | 72.6%+12.4pp | 81.2%+3.8pp |
| Annual return | -15.24% | 944.92%-960.2pp | 701.18%-716.4pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,500 | $3,274-23.6% | $3,009-16.9% | $4,740-47.3% |
| Participant deferral / active EE | $2,402 | $4,802-50.0% | $4,395-45.4% | $6,400-62.5% |
| Admin fee / account holder | $145 | $5,983-97.6% | $5,329-97.3% | $11,426-98.7% |