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 | $24,286 | $95,862-74.7% | $79,550-69.5% | $134,475-81.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.66% | -2.69%-16.0pp | 0.16%-18.8pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,065 | $3,128-34.0% | $2,413-14.4% | $4,740-56.4% |
| Participant deferral / active EE | $3,342 | $4,693-28.8% | $3,985-16.1% | $6,400-47.8% |
| Admin fee / account holder | $36 | $9,126-99.6% | $6,832-99.5% | $11,426-99.7% |