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 4-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 | $15,315 | $95,862-84.0% | $79,550-80.7% | $134,475-88.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | 0.00% | -2.69%+2.7pp | 0.16%-0.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $9,503 | $3,128+203.8% | $2,413+293.8% | $4,740+100.5% |
| Participant deferral / active EE | $5,639 | $4,693+20.2% | $3,985+41.5% | $6,400-11.9% |
| Admin fee / account holder | $69 | $9,126-99.2% | $6,832-99.0% | $11,426-99.4% |