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 10-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 | $30,962 | $92,703-66.6% | $82,719-62.6% | $134,475-77.0% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.3pp | 81.2%+11.6pp |
| Annual return | -18.32% | 944.92%-963.2pp | 701.18%-719.5pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,429 | $3,274-56.4% | $3,009-52.5% | $4,740-69.9% |
| Participant deferral / active EE | $5,488 | $4,802+14.3% | $4,395+24.9% | $6,400-14.3% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |