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 | $16,795 | $93,024-81.9% | $77,024-78.2% | $134,475-87.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -16.25% | 62.60%-78.8pp | 42.32%-58.6pp | 417.96%-434.2pp |
| Employer contribution / active EE | $651 | $3,418-81.0% | $2,812-76.9% | $4,740-86.3% |
| Participant deferral / active EE | $2,263 | $5,238-56.8% | $4,426-48.9% | $6,400-64.6% |
| Admin fee / account holder | $250 | $6,944-96.4% | $5,425-95.4% | $11,426-97.8% |