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 9-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 | $33,549 | $42,894-21.8% | $60,874-44.9% | $68,494-51.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -7.67% | -13.98%+6.3pp | 16.90%-24.6pp | -7.84%+0.2pp |
| Employer contribution / active EE | $540 | $1,978-72.7% | $2,701-80.0% | $2,596-79.2% |
| Participant deferral / active EE | $1,285 | $2,867-55.2% | $3,817-66.3% | $4,027-68.1% |
| Admin fee / account holder | $197 | $3,101-93.6% | $3,224-93.9% | $5,403-96.4% |