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 7-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 | $18,796 | $92,703-79.7% | $82,719-77.3% | $134,475-86.0% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -17.41% | 944.92%-962.3pp | 701.18%-718.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $423 | $3,274-87.1% | $3,009-85.9% | $4,740-91.1% |
| Participant deferral / active EE | $2,117 | $4,802-55.9% | $4,395-51.8% | $6,400-66.9% |
| Admin fee / account holder | $84 | $5,983-98.6% | $5,329-98.4% | $11,426-99.3% |