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 | $15,911 | $49,177-67.6% | $79,464-80.0% | $64,186-75.2% |
| Participation rate | 70.5% | 65.0%+5.5pp | 73.3%-2.8pp | 69.6%+1.0pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.14%-718.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $854 | $2,076-58.9% | $2,800-69.5% | $2,381-64.1% |
| Participant deferral / active EE | $1,000 | $2,821-64.6% | $3,704-73.0% | $3,470-71.2% |
| Admin fee / account holder | $143 | $3,839-96.3% | $5,113-97.2% | $4,888-97.1% |