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 6-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 | $16,163 | $95,862-83.1% | $79,550-79.7% | $134,475-88.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.88% | -2.69%-11.2pp | 0.16%-14.0pp | 417.96%-431.8pp |
| Employer contribution / active EE | $3,472 | $3,128+11.0% | $2,413+43.9% | $4,740-26.7% |
| Participant deferral / active EE | $7,066 | $4,693+50.6% | $3,985+77.3% | $6,400+10.4% |
| Admin fee / account holder | $153 | $9,126-98.3% | $6,832-97.8% | $11,426-98.7% |