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 | $23,249 | $167,307-86.1% | $143,757-83.8% | $134,475-82.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.61% | 0.46%-8.1pp | -0.04%-7.6pp | 417.96%-425.6pp |
| Employer contribution / active EE | $2,949 | $5,619-47.5% | $4,951-40.4% | $4,740-37.8% |
| Participant deferral / active EE | $6,233 | $6,446-3.3% | $5,637+10.6% | $6,400-2.6% |
| Admin fee / account holder | $296 | $18,088-98.4% | $14,673-98.0% | $11,426-97.4% |