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 10-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 | $40,987 | $95,862-57.2% | $79,550-48.5% | $134,475-69.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.32% | -2.69%-14.6pp | 0.16%-17.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,484 | $3,128-20.6% | $2,413+2.9% | $4,740-47.6% |
| Participant deferral / active EE | $5,308 | $4,693+13.1% | $3,985+33.2% | $6,400-17.1% |
| Admin fee / account holder | $102 | $9,126-98.9% | $6,832-98.5% | $11,426-99.1% |