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 | $22,838 | $59,107-61.4% | $86,436-73.6% | $68,494-66.7% |
| Participation rate | 93.1% | 75.2%+17.9pp | 80.3%+12.8pp | 67.9%+25.2pp |
| Annual return | -15.26% | -0.23%-15.0pp | 4394.89%-4410.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,014 | $2,519-20.1% | $3,769-46.6% | $2,596-22.4% |
| Participant deferral / active EE | $3,542 | $5,901-40.0% | $6,952-49.0% | $4,027-12.0% |
| Admin fee / account holder | $26 | $5,637-99.5% | $6,731-99.6% | $5,403-99.5% |