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 6-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 | $12,830 | $73,867-82.6% | $143,757-91.1% | $68,494-81.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.25% | 1.01%-12.3pp | -0.04%-11.2pp | -7.84%-3.4pp |
| Employer contribution / active EE | $1,322 | $3,184-58.5% | $4,951-73.3% | $2,596-49.1% |
| Participant deferral / active EE | $2,670 | $3,384-21.1% | $5,637-52.6% | $4,027-33.7% |
| Admin fee / account holder | $171 | $5,755-97.0% | $14,673-98.8% | $5,403-96.8% |