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 5-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 | $12,247 | $95,862-87.2% | $79,550-84.6% | $134,475-90.9% |
| Participation rate | 73.9% | 75.0%-1.1pp | 69.5%+4.4pp | 81.2%-7.3pp |
| Annual return | -5.04% | -2.69%-2.3pp | 0.16%-5.2pp | 417.96%-423.0pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,126 | $4,693-33.4% | $3,985-21.6% | $6,400-51.2% |
| Admin fee / account holder | $51 | $9,126-99.4% | $6,832-99.3% | $11,426-99.6% |