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 | $15,185 | $138,044-89.0% | $125,339-87.9% | $134,475-88.7% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -15.60% | 750.33%-765.9pp | 572.05%-587.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,287 | $5,243-75.4% | $4,814-73.3% | $4,740-72.8% |
| Participant deferral / active EE | $3,754 | $7,799-51.9% | $7,446-49.6% | $6,400-41.3% |
| Admin fee / account holder | $76 | $11,571-99.3% | $10,010-99.2% | $11,426-99.3% |