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 7-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 | $18,107 | $100,754-82.0% | $86,677-79.1% | $134,475-86.5% |
| Participation rate | 86.7% | 78.9%+7.7pp | 76.6%+10.1pp | 81.2%+5.4pp |
| Annual return | -18.45% | 29.04%-47.5pp | 35.91%-54.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,672 | $3,489-52.1% | $2,836-41.1% | $4,740-64.7% |
| Participant deferral / active EE | $3,744 | $5,338-29.9% | $4,656-19.6% | $6,400-41.5% |
| Admin fee / account holder | $179 | $10,926-98.4% | $7,493-97.6% | $11,426-98.4% |