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 | $11,833 | $42,894-72.4% | $60,874-80.6% | $68,494-82.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -7.12% | -13.98%+6.9pp | 16.90%-24.0pp | -7.84%+0.7pp |
| Employer contribution / active EE | $3,703 | $1,978+87.2% | $2,701+37.1% | $2,596+42.6% |
| Participant deferral / active EE | $3,348 | $2,867+16.8% | $3,817-12.3% | $4,027-16.9% |
| Admin fee / account holder | $181 | $3,101-94.2% | $3,224-94.4% | $5,403-96.7% |