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 4-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 | $11,037 | $45,863-75.9% | $77,024-85.7% | $68,494-83.9% |
| Participation rate | 70.4% | 55.9%+14.5pp | 67.9%+2.5pp | 67.9%+2.5pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,932 | $1,650+77.8% | $2,812+4.3% | $2,596+12.9% |
| Participant deferral / active EE | $6,031 | $2,962+103.6% | $4,426+36.2% | $4,027+49.8% |
| Admin fee / account holder | $128 | $3,041-95.8% | $5,425-97.6% | $5,403-97.6% |