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 | $15,921 | $45,865-65.3% | $40,757-60.9% | $125,391-87.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 83.2%+16.8pp |
| Annual return | 0.00% | -1.32%+1.3pp | -0.50%+0.5pp | 282.22%-282.2pp |
| Employer contribution / active EE | $8,976 | $3,697+142.8% | $3,004+198.8% | $4,866+84.5% |
| Participant deferral / active EE | $6,607 | $4,199+57.4% | $3,485+89.6% | $5,352+23.5% |
| Admin fee / account holder | $28 | $5,763-99.5% | $4,272-99.3% | $9,540-99.7% |