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 | $12,144 | $133,958-90.9% | $112,228-89.2% | $134,475-91.0% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -20.00% | 47.11%-67.1pp | 27.45%-47.4pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,256 | $4,038-68.9% | $3,635-65.4% | $4,740-73.5% |
| Participant deferral / active EE | $3,819 | $5,291-27.8% | $4,728-19.2% | $6,400-40.3% |
| Admin fee / account holder | $187 | $7,489-97.5% | $6,410-97.1% | $11,426-98.4% |