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 | $10,850 | $92,703-88.3% | $82,719-86.9% | $134,475-91.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -18.71% | 944.92%-963.6pp | 701.18%-719.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $602 | $3,274-81.6% | $3,009-80.0% | $4,740-87.3% |
| Participant deferral / active EE | $986 | $4,802-79.5% | $4,395-77.6% | $6,400-84.6% |
| Admin fee / account holder | $143 | $5,983-97.6% | $5,329-97.3% | $11,426-98.8% |