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 | $9,086 | $32,117-71.7% | $71,086-87.2% | $64,186-85.8% |
| Participation rate | 97.1% | 42.7%+54.4pp | 54.7%+42.5pp | 69.6%+27.6pp |
| Annual return | -8.19% | -5.57%-2.6pp | 650.59%-658.8pp | 7.63%-15.8pp |
| Employer contribution / active EE | $571 | $712-19.8% | $1,088-47.5% | $2,381-76.0% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $1,874-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,888-100.0% |