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 | $5,690 | $27,641-79.4% | $61,373-90.7% | $68,494-91.7% |
| Participation rate | 95.2% | 39.5%+55.7pp | 52.6%+42.6pp | 67.9%+27.3pp |
| Annual return | -20.22% | -13.24%-7.0pp | 338.61%-358.8pp | -7.84%-12.4pp |
| Employer contribution / active EE | $1,006 | $695+44.6% | $1,159-13.2% | $2,596-61.3% |
| Participant deferral / active EE | $2,300 | $1,263+82.0% | $2,125+8.2% | $4,027-42.9% |
| Admin fee / account holder | $153 | $2,010-92.4% | $2,130-92.8% | $5,403-97.2% |