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 8-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 | $8,883 | $93,024-90.5% | $77,024-88.5% | $134,475-93.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.53% | 62.60%-78.1pp | 42.32%-57.8pp | 417.96%-433.5pp |
| Employer contribution / active EE | $504 | $3,418-85.3% | $2,812-82.1% | $4,740-89.4% |
| Participant deferral / active EE | $1,152 | $5,238-78.0% | $4,426-74.0% | $6,400-82.0% |
| Admin fee / account holder | $28 | $6,944-99.6% | $5,425-99.5% | $11,426-99.8% |