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 10-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 | $27,539 | $91,911-70.0% | $68,793-60.0% | $135,375-79.7% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -7.25% | -8.22%+1.0pp | -4.63%-2.6pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,729 | $3,924-30.5% | $2,625+3.9% | $4,779-42.9% |
| Participant deferral / active EE | $1,377 | $4,315-68.1% | $3,311-58.4% | $5,609-75.5% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |