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 | $14,486 | $133,958-89.2% | $112,228-87.1% | $134,475-89.2% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -20.51% | 47.11%-67.6pp | 27.45%-48.0pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,657 | $4,038-59.0% | $3,635-54.4% | $4,740-65.0% |
| Participant deferral / active EE | $5,186 | $5,291-2.0% | $4,728+9.7% | $6,400-19.0% |
| Admin fee / account holder | $210 | $7,489-97.2% | $6,410-96.7% | $11,426-98.2% |