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 | $45,246 | $73,867-38.7% | $143,757-68.5% | $68,494-33.9% |
| Participation rate | 88.9% | 66.7%+22.2pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | -18.79% | 1.01%-19.8pp | -0.04%-18.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $8,036 | $3,184+152.4% | $4,951+62.3% | $2,596+209.5% |
| Participant deferral / active EE | $5,184 | $3,384+53.2% | $5,637-8.0% | $4,027+28.7% |
| Admin fee / account holder | $150 | $5,755-97.4% | $14,673-99.0% | $5,403-97.2% |