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 | $17,015 | $58,577-71.0% | $83,333-79.6% | $64,186-73.5% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -2.81% | 9.65%-12.5pp | 10.63%-13.4pp | 7.63%-10.4pp |
| Employer contribution / active EE | $2,317 | $2,098+10.4% | $3,379-31.4% | $2,381-2.7% |
| Participant deferral / active EE | $5,203 | $4,654+11.8% | $5,565-6.5% | $3,470+50.0% |
| Admin fee / account holder | $252 | $9,275-97.3% | $7,510-96.6% | $4,888-94.8% |