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 | $0 | $91,911-100.0% | $68,793-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 76.7%-76.7pp | 72.2%-72.2pp | 82.6%-82.6pp |
| Annual return | -8.22% | -8.22%0pp | -4.63%-3.6pp | 519.73%-528.0pp |
| Employer contribution / active EE | $964 | $3,924-75.4% | $2,625-63.3% | $4,779-79.8% |
| Participant deferral / active EE | $1,421 | $4,315-67.1% | $3,311-57.1% | $5,609-74.7% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |