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 | $25,843 | $73,004-64.6% | $90,749-71.5% | $68,494-62.3% |
| Participation rate | 94.5% | 70.8%+23.7pp | 75.7%+18.9pp | 67.9%+26.7pp |
| Annual return | -12.86% | -13.81%+0.9pp | -12.16%-0.7pp | -7.84%-5.0pp |
| Employer contribution / active EE | $2,690 | $2,193+22.7% | $2,921-7.9% | $2,596+3.6% |
| Participant deferral / active EE | $9,866 | $3,627+172.0% | $4,564+116.2% | $4,027+145.0% |
| Admin fee / account holder | $43 | $5,896-99.3% | $8,445-99.5% | $5,403-99.2% |