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 10-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 | $15,283 | $42,894-64.4% | $60,874-74.9% | $68,494-77.7% |
| Participation rate | 96.2% | 66.8%+29.4pp | 73.1%+23.0pp | 67.9%+28.3pp |
| Annual return | -11.70% | -13.98%+2.3pp | 16.90%-28.6pp | -7.84%-3.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,975 | $2,867-31.1% | $3,817-48.2% | $4,027-51.0% |
| Admin fee / account holder | $148 | $3,101-95.2% | $3,224-95.4% | $5,403-97.3% |