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 9-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 | $28,841 | $73,867-61.0% | $143,757-79.9% | $68,494-57.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.48% | 1.01%-16.5pp | -0.04%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,843 | $3,184-42.1% | $4,951-62.8% | $2,596-29.0% |
| Participant deferral / active EE | $4,604 | $3,384+36.0% | $5,637-18.3% | $4,027+14.3% |
| Admin fee / account holder | $147 | $5,755-97.4% | $14,673-99.0% | $5,403-97.3% |