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 4-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 | $23,613 | $92,703-74.5% | $82,719-71.5% | $134,475-82.4% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -20.52% | 944.92%-965.4pp | 701.18%-721.7pp | 417.96%-438.5pp |
| Employer contribution / active EE | $4,531 | $3,274+38.4% | $3,009+50.6% | $4,740-4.4% |
| Participant deferral / active EE | $6,160 | $4,802+28.3% | $4,395+40.2% | $6,400-3.7% |
| Admin fee / account holder | $15 | $5,983-99.7% | $5,329-99.7% | $11,426-99.9% |