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 8-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 | $26,608 | $75,935-65.0% | $60,547-56.1% | $125,391-78.8% |
| Participation rate | 80.0% | 76.5%+3.5pp | 68.0%+12.0pp | 83.2%-3.2pp |
| Annual return | 0.05% | -5.38%+5.4pp | 335.64%-335.6pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,464 | $3,438-28.3% | $2,419+1.8% | $4,866-49.4% |
| Participant deferral / active EE | $4,311 | $4,506-4.3% | $3,328+29.6% | $5,352-19.4% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,540-100.0% |