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 | $21,440 | $167,307-87.2% | $143,757-85.1% | $134,475-84.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.80% | 0.46%-14.3pp | -0.04%-13.8pp | 417.96%-431.8pp |
| Employer contribution / active EE | $4,827 | $5,619-14.1% | $4,951-2.5% | $4,740+1.8% |
| Participant deferral / active EE | $10,952 | $6,446+69.9% | $5,637+94.3% | $6,400+71.1% |
| Admin fee / account holder | $131 | $18,088-99.3% | $14,673-99.1% | $11,426-98.9% |