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 | $15,006 | $133,958-88.8% | $112,228-86.6% | $134,475-88.8% |
| Participation rate | 78.3% | 78.6%-0.3pp | 75.1%+3.2pp | 81.2%-3.0pp |
| Annual return | -18.90% | 47.11%-66.0pp | 27.45%-46.3pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,295 | $4,038-43.2% | $3,635-36.9% | $4,740-51.6% |
| Participant deferral / active EE | $4,035 | $5,291-23.7% | $4,728-14.7% | $6,400-36.9% |
| Admin fee / account holder | $32 | $7,489-99.6% | $6,410-99.5% | $11,426-99.7% |