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 | $25,127 | $82,664-69.6% | $125,339-80.0% | $68,494-63.3% |
| Participation rate | 89.3% | 75.0%+14.2pp | 82.4%+6.9pp | 67.9%+21.4pp |
| Annual return | -17.96% | -5.97%-12.0pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,793 | $3,381-47.0% | $4,814-62.8% | $2,596-31.0% |
| Participant deferral / active EE | $5,217 | $6,110-14.6% | $7,446-29.9% | $4,027+29.5% |
| Admin fee / account holder | $4 | $6,275-99.9% | $10,010-100.0% | $5,403-99.9% |