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 8-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 | $29,478 | $93,024-68.3% | $77,024-61.7% | $134,475-78.1% |
| Participation rate | 88.2% | 74.5%+13.8pp | 67.9%+20.3pp | 81.2%+7.0pp |
| Annual return | -18.41% | 62.60%-81.0pp | 42.32%-60.7pp | 417.96%-436.4pp |
| Employer contribution / active EE | $7,002 | $3,418+104.9% | $2,812+149.0% | $4,740+47.7% |
| Participant deferral / active EE | $3,172 | $5,238-39.4% | $4,426-28.3% | $6,400-50.4% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |