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 8-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 | $41,945 | $72,404-42.1% | $110,238-62.0% | $64,186-34.6% |
| Participation rate | 84.7% | 73.3%+11.4pp | 79.8%+4.9pp | 69.6%+15.2pp |
| Annual return | -3.99% | -6.29%+2.3pp | 314.74%-318.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,617 | $2,282-29.1% | $3,826-57.7% | $2,381-32.1% |
| Participant deferral / active EE | $3,806 | $3,469+9.7% | $4,672-18.5% | $3,470+9.7% |
| Admin fee / account holder | $231 | $5,664-95.9% | $8,547-97.3% | $4,888-95.3% |