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 | $57,903 | $107,791-46.3% | $90,645-36.1% | $135,375-57.2% |
| Participation rate | 71.4% | 78.0%-6.6pp | 74.0%-2.6pp | 82.6%-11.2pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.88%-1.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,048 | $3,018-65.3% | $2,532-58.6% | $4,779-78.1% |
| Participant deferral / active EE | $2,087 | $3,872-46.1% | $3,425-39.1% | $5,609-62.8% |
| Admin fee / account holder | $9 | $5,930-99.9% | $4,994-99.8% | $10,827-99.9% |