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 | $57,823-100.0% | $56,546-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 50.6%-50.6pp | 44.4%-44.4pp |
| Annual return | -12.08% | -10.39%-1.7pp | -11.22%-0.9pp | -14.65%+2.6pp |
| Employer contribution / active EE | $6,638 | $40,078-83.4% | $32,882-79.8% | $46,320-85.7% |
| Participant deferral / active EE | $2,425 | $405+498.4% | $579+318.5% | $60+3947.9% |
| Admin fee / account holder | $0 | $1,766-100.0% | $1,473-100.0% | $14,631-100.0% |