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 | $12,740 | $95,862-86.7% | $79,550-84.0% | $134,475-90.5% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -20.37% | -2.69%-17.7pp | 0.16%-20.5pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,103 | $3,128-32.8% | $2,413-12.9% | $4,740-55.6% |
| Participant deferral / active EE | $5,187 | $4,693+10.5% | $3,985+30.2% | $6,400-18.9% |
| Admin fee / account holder | $165 | $9,126-98.2% | $6,832-97.6% | $11,426-98.6% |