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 | $12,585 | $92,703-86.4% | $82,719-84.8% | $134,475-90.6% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -20.13% | 944.92%-965.1pp | 701.18%-721.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,135 | $3,274-65.3% | $3,009-62.3% | $4,740-76.0% |
| Participant deferral / active EE | $3,097 | $4,802-35.5% | $4,395-29.5% | $6,400-51.6% |
| Admin fee / account holder | $67 | $5,983-98.9% | $5,329-98.7% | $11,426-99.4% |