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 6-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 | $9,065 | $27,641-67.2% | $61,373-85.2% | $68,494-86.8% |
| Participation rate | 85.3% | 39.5%+45.8pp | 52.6%+32.7pp | 67.9%+17.4pp |
| Annual return | -12.93% | -13.24%+0.3pp | 338.61%-351.5pp | -7.84%-5.1pp |
| Employer contribution / active EE | $1,332 | $695+91.6% | $1,159+14.9% | $2,596-48.7% |
| Participant deferral / active EE | $2,599 | $1,263+105.8% | $2,125+22.3% | $4,027-35.5% |
| Admin fee / account holder | $79 | $2,010-96.1% | $2,130-96.3% | $5,403-98.5% |