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 | $23,819 | $82,664-71.2% | $125,339-81.0% | $68,494-65.2% |
| Participation rate | 96.2% | 75.0%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -18.25% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,090 | $3,381-38.2% | $4,814-56.6% | $2,596-19.5% |
| Participant deferral / active EE | $4,904 | $6,110-19.7% | $7,446-34.1% | $4,027+21.8% |
| Admin fee / account holder | $189 | $6,275-97.0% | $10,010-98.1% | $5,403-96.5% |