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 | $17,955 | $27,641-35.0% | $61,373-70.7% | $68,494-73.8% |
| Participation rate | 95.2% | 39.5%+55.7pp | 52.6%+42.7pp | 67.9%+27.3pp |
| Annual return | -16.09% | -13.24%-2.9pp | 338.61%-354.7pp | -7.84%-8.2pp |
| Employer contribution / active EE | $4,685 | $695+573.6% | $1,159+304.1% | $2,596+80.4% |
| Participant deferral / active EE | $1,826 | $1,263+44.6% | $2,125-14.1% | $4,027-54.7% |
| Admin fee / account holder | $9 | $2,010-99.5% | $2,130-99.6% | $5,403-99.8% |