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 9-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 | $24,266 | $152,509-84.1% | $117,472-79.3% | $134,475-82.0% |
| Participation rate | 80.0% | 77.1%+2.9pp | 70.6%+9.4pp | 81.2%-1.2pp |
| Annual return | -19.11% | 52.99%-72.1pp | 29.74%-48.8pp | 417.96%-437.1pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,737 | $4,818-22.4% | $4,070-8.2% | $6,400-41.6% |
| Admin fee / account holder | $104 | $7,004-98.5% | $5,645-98.2% | $11,426-99.1% |