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 | $12,640 | $106,543-88.1% | $91,220-86.1% | $134,475-90.6% |
| Participation rate | 94.7% | 76.8%+17.9pp | 73.2%+21.5pp | 81.2%+13.5pp |
| Annual return | -16.43% | 160.60%-177.0pp | 114.01%-130.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $594 | $3,331-82.2% | $2,850-79.1% | $4,740-87.5% |
| Participant deferral / active EE | $2,165 | $4,719-54.1% | $4,234-48.9% | $6,400-66.2% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |