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 5-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 | $13,365 | $133,958-90.0% | $112,228-88.1% | $134,475-90.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.69% | 47.11%-63.8pp | 27.45%-44.1pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,358 | $4,038-66.4% | $3,635-62.6% | $4,740-71.3% |
| Participant deferral / active EE | $1,739 | $5,291-67.1% | $4,728-63.2% | $6,400-72.8% |
| Admin fee / account holder | $65 | $7,489-99.1% | $6,410-99.0% | $11,426-99.4% |