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 | $25,683 | $42,894-40.1% | $60,874-57.8% | $68,494-62.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -16.88% | -13.98%-2.9pp | 16.90%-33.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,481 | $1,978+25.4% | $2,701-8.2% | $2,596-4.4% |
| Participant deferral / active EE | $4,965 | $2,867+73.2% | $3,817+30.1% | $4,027+23.3% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |