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 | $10,662 | $92,703-88.5% | $82,719-87.1% | $134,475-92.1% |
| Participation rate | 76.9% | 75.2%+1.7pp | 72.6%+4.4pp | 81.2%-4.3pp |
| Annual return | -17.59% | 944.92%-962.5pp | 701.18%-718.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,877 | $3,274-42.7% | $3,009-37.6% | $4,740-60.4% |
| Participant deferral / active EE | $4,104 | $4,802-14.5% | $4,395-6.6% | $6,400-35.9% |
| Admin fee / account holder | $18 | $5,983-99.7% | $5,329-99.7% | $11,426-99.8% |