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 | $9,061 | $93,024-90.3% | $77,024-88.2% | $134,475-93.3% |
| Participation rate | 90.9% | 74.5%+16.4pp | 67.9%+23.0pp | 81.2%+9.7pp |
| Annual return | -18.88% | 62.60%-81.5pp | 42.32%-61.2pp | 417.96%-436.8pp |
| Employer contribution / active EE | $463 | $3,418-86.4% | $2,812-83.5% | $4,740-90.2% |
| Participant deferral / active EE | $1,934 | $5,238-63.1% | $4,426-56.3% | $6,400-69.8% |
| Admin fee / account holder | $133 | $6,944-98.1% | $5,425-97.6% | $11,426-98.8% |