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 6-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 | $26,934 | $167,307-83.9% | $143,757-81.3% | $134,475-80.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -15.65% | 0.46%-16.1pp | -0.04%-15.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $4,642 | $5,619-17.4% | $4,951-6.2% | $4,740-2.1% |
| Participant deferral / active EE | $8,766 | $6,446+36.0% | $5,637+55.5% | $6,400+37.0% |
| Admin fee / account holder | $80 | $18,088-99.6% | $14,673-99.5% | $11,426-99.3% |