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 | $6,814 | $93,024-92.7% | $77,024-91.2% | $134,475-94.9% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | -17.82% | 62.60%-80.4pp | 42.32%-60.1pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,176 | $3,418-65.6% | $2,812-58.2% | $4,740-75.2% |
| Participant deferral / active EE | $2,617 | $5,238-50.0% | $4,426-40.9% | $6,400-59.1% |
| Admin fee / account holder | $26 | $6,944-99.6% | $5,425-99.5% | $11,426-99.8% |