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 | $12,979 | $104,106-87.5% | $71,086-81.7% | $135,375-90.4% |
| Participation rate | 76.9% | 65.7%+11.3pp | 54.7%+22.3pp | 82.6%-5.7pp |
| Annual return | -1.39% | 1256.30%-1257.7pp | 650.59%-652.0pp | 519.73%-521.1pp |
| Employer contribution / active EE | $598 | $1,485-59.7% | $1,088-45.0% | $4,779-87.5% |
| Participant deferral / active EE | $2,604 | $2,527+3.0% | $1,874+38.9% | $5,609-53.6% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |