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 | $7,259 | $32,117-77.4% | $71,086-89.8% | $64,186-88.7% |
| Participation rate | 90.5% | 42.7%+47.8pp | 54.7%+35.8pp | 69.6%+20.9pp |
| Annual return | -7.14% | -5.57%-1.6pp | 650.59%-657.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $448 | $1,263-64.5% | $1,874-76.1% | $3,470-87.1% |
| Admin fee / account holder | $53 | $2,759-98.1% | $3,082-98.3% | $4,888-98.9% |