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 | $13,454 | $92,703-85.5% | $82,719-83.7% | $134,475-90.0% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -11.17% | 944.92%-956.1pp | 701.18%-712.3pp | 417.96%-429.1pp |
| Employer contribution / active EE | $1,480 | $3,274-54.8% | $3,009-50.8% | $4,740-68.8% |
| Participant deferral / active EE | $2,274 | $4,802-52.6% | $4,395-48.3% | $6,400-64.5% |
| Admin fee / account holder | $195 | $5,983-96.7% | $5,329-96.3% | $11,426-98.3% |