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 | $7,979 | $25,979-69.3% | $71,735-88.9% | $68,494-88.4% |
| Participation rate | 100.0% | 54.5%+45.5pp | 62.3%+37.7pp | 67.9%+32.1pp |
| Annual return | -10.52% | -15.10%+4.6pp | 9.14%-19.7pp | -7.84%-2.7pp |
| Employer contribution / active EE | $3,933 | $900+336.8% | $1,704+130.8% | $2,596+51.5% |
| Participant deferral / active EE | $2,841 | $1,522+86.7% | $2,658+6.9% | $4,027-29.4% |
| Admin fee / account holder | $203 | $2,022-89.9% | $3,974-94.9% | $5,403-96.2% |