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 | $32,265 | $82,664-61.0% | $125,339-74.3% | $68,494-52.9% |
| Participation rate | 97.4% | 75.0%+22.3pp | 82.4%+15.0pp | 67.9%+29.5pp |
| Annual return | -17.00% | -5.97%-11.0pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,854 | $3,381-15.6% | $4,814-40.7% | $2,596+9.9% |
| Participant deferral / active EE | $6,554 | $6,110+7.3% | $7,446-12.0% | $4,027+62.8% |
| Admin fee / account holder | $74 | $6,275-98.8% | $10,010-99.3% | $5,403-98.6% |