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 | $29,321 | $167,307-82.5% | $143,757-79.6% | $134,475-78.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.32% | 0.46%-15.8pp | -0.04%-15.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $12,121 | $5,619+115.7% | $4,951+144.8% | $4,740+155.7% |
| Participant deferral / active EE | $6,983 | $6,446+8.3% | $5,637+23.9% | $6,400+9.1% |
| Admin fee / account holder | $145 | $18,088-99.2% | $14,673-99.0% | $11,426-98.7% |