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 3-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 | $11,105 | $82,286-86.5% | $68,791-83.9% | $134,475-91.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.38%+6.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,103 | $3,301-36.3% | $2,655-20.8% | $4,740-55.6% |
| Participant deferral / active EE | $9,113 | $4,739+92.3% | $3,941+131.2% | $6,400+42.4% |
| Admin fee / account holder | $6 | $6,481-99.9% | $4,932-99.9% | $11,426-99.9% |