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 | $14,640 | $73,867-80.2% | $143,757-89.8% | $68,494-78.6% |
| Participation rate | 96.9% | 66.7%+30.2pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | -16.51% | 1.01%-17.5pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,656 | $3,184-48.0% | $4,951-66.6% | $2,596-36.2% |
| Participant deferral / active EE | $9,923 | $3,384+193.2% | $5,637+76.0% | $4,027+146.4% |
| Admin fee / account holder | $206 | $5,755-96.4% | $14,673-98.6% | $5,403-96.2% |