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 | $11,444 | $73,867-84.5% | $143,757-92.0% | $68,494-83.3% |
| Participation rate | 93.9% | 66.7%+27.3pp | 80.3%+13.6pp | 67.9%+26.1pp |
| Annual return | -16.93% | 1.01%-17.9pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $4,290 | $3,184+34.7% | $4,951-13.4% | $2,596+65.2% |
| Participant deferral / active EE | $1,920 | $3,384-43.3% | $5,637-65.9% | $4,027-52.3% |
| Admin fee / account holder | $81 | $5,755-98.6% | $14,673-99.4% | $5,403-98.5% |