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 4-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 | $15,305 | $42,894-64.3% | $60,874-74.9% | $68,494-77.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | 0.00% | -13.98%+14.0pp | 16.90%-16.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,783 | $1,978+40.7% | $2,701+3.0% | $2,596+7.2% |
| Participant deferral / active EE | $2,663 | $2,867-7.1% | $3,817-30.2% | $4,027-33.9% |
| Admin fee / account holder | $121 | $3,101-96.1% | $3,224-96.2% | $5,403-97.8% |