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 | $14,134 | $49,177-71.3% | $79,464-82.2% | $64,186-78.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.34% | -1.16%-4.2pp | 718.14%-723.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $3,776 | $2,076+81.9% | $2,800+34.8% | $2,381+58.6% |
| Participant deferral / active EE | $2,092 | $2,821-25.8% | $3,704-43.5% | $3,470-39.7% |
| Admin fee / account holder | $74 | $3,839-98.1% | $5,113-98.6% | $4,888-98.5% |