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 6-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 | $17,742 | $138,044-87.1% | $125,339-85.8% | $134,475-86.8% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -15.30% | 750.33%-765.6pp | 572.05%-587.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,357 | $5,243-74.1% | $4,814-71.8% | $4,740-71.4% |
| Participant deferral / active EE | $6,223 | $7,799-20.2% | $7,446-16.4% | $6,400-2.8% |
| Admin fee / account holder | $105 | $11,571-99.1% | $10,010-98.9% | $11,426-99.1% |