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 | $27,471 | $59,107-53.5% | $86,436-68.2% | $68,494-59.9% |
| Participation rate | 88.5% | 75.2%+13.2pp | 80.3%+8.1pp | 67.9%+20.6pp |
| Annual return | -17.57% | -0.23%-17.3pp | 4394.89%-4412.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,305 | $2,519-8.5% | $3,769-38.8% | $2,596-11.2% |
| Participant deferral / active EE | $6,103 | $5,901+3.4% | $6,952-12.2% | $4,027+51.5% |
| Admin fee / account holder | $214 | $5,637-96.2% | $6,731-96.8% | $5,403-96.0% |