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 | $11,996 | $73,867-83.8% | $143,757-91.7% | $68,494-82.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.35% | 1.01%-16.4pp | -0.04%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $916 | $3,184-71.2% | $4,951-81.5% | $2,596-64.7% |
| Participant deferral / active EE | $1,331 | $3,384-60.7% | $5,637-76.4% | $4,027-67.0% |
| Admin fee / account holder | $82 | $5,755-98.6% | $14,673-99.4% | $5,403-98.5% |