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 7-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 | $14,909 | $32,117-53.6% | $71,086-79.0% | $64,186-76.8% |
| Participation rate | 90.2% | 42.7%+47.5pp | 54.7%+35.5pp | 69.6%+20.6pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,051 | $712+47.5% | $1,088-3.4% | $2,381-55.9% |
| Participant deferral / active EE | $1,403 | $1,263+11.1% | $1,874-25.2% | $3,470-59.6% |
| Admin fee / account holder | $169 | $2,759-93.9% | $3,082-94.5% | $4,888-96.5% |