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 5-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 | $23,767 | $73,867-67.8% | $143,757-83.5% | $68,494-65.3% |
| Participation rate | 93.5% | 66.7%+26.9pp | 80.3%+13.2pp | 67.9%+25.7pp |
| Annual return | -15.91% | 1.01%-16.9pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $707 | $3,184-77.8% | $4,951-85.7% | $2,596-72.8% |
| Participant deferral / active EE | $9,930 | $3,384+193.4% | $5,637+76.2% | $4,027+146.6% |
| Admin fee / account holder | $96 | $5,755-98.3% | $14,673-99.3% | $5,403-98.2% |