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 | $15,402 | $84,402-81.8% | $61,373-74.9% | $134,475-88.5% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | -3.72% | 584.55%-588.3pp | 338.61%-342.3pp | 417.96%-421.7pp |
| Employer contribution / active EE | $2,035 | $1,544+31.8% | $1,159+75.5% | $4,740-57.1% |
| Participant deferral / active EE | $8,212 | $2,819+191.3% | $2,125+286.5% | $6,400+28.3% |
| Admin fee / account holder | $15 | $2,585-99.4% | $2,130-99.3% | $11,426-99.9% |