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 | $15,795 | $152,509-89.6% | $117,472-86.6% | $134,475-88.3% |
| Participation rate | 81.8% | 77.1%+4.7pp | 70.6%+11.2pp | 81.2%+0.6pp |
| Annual return | -20.28% | 52.99%-73.3pp | 29.74%-50.0pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,945 | $5,571-65.1% | $4,176-53.4% | $4,740-59.0% |
| Participant deferral / active EE | $2,612 | $4,818-45.8% | $4,070-35.8% | $6,400-59.2% |
| Admin fee / account holder | $85 | $7,004-98.8% | $5,645-98.5% | $11,426-99.3% |