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 9-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 | $33,333 | $95,862-65.2% | $79,550-58.1% | $134,475-75.2% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -17.72% | -2.69%-15.0pp | 0.16%-17.9pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,504 | $3,128-51.9% | $2,413-37.7% | $4,740-68.3% |
| Participant deferral / active EE | $8,451 | $4,693+80.1% | $3,985+112.1% | $6,400+32.0% |
| Admin fee / account holder | $200 | $9,126-97.8% | $6,832-97.1% | $11,426-98.2% |