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 9-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 | $11,372 | $54,350-79.1% | $82,719-86.3% | $68,494-83.4% |
| Participation rate | 85.7% | 63.9%+21.8pp | 72.6%+13.2pp | 67.9%+17.8pp |
| Annual return | -12.56% | -13.67%+1.1pp | 701.18%-713.7pp | -7.84%-4.7pp |
| Employer contribution / active EE | $779 | $2,218-64.9% | $3,009-74.1% | $2,596-70.0% |
| Participant deferral / active EE | $1,425 | $3,246-56.1% | $4,395-67.6% | $4,027-64.6% |
| Admin fee / account holder | $112 | $4,395-97.5% | $5,329-97.9% | $5,403-97.9% |