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 5-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 | $2,349 | $27,641-91.5% | $61,373-96.2% | $68,494-96.6% |
| Participation rate | 98.3% | 39.5%+58.8pp | 52.6%+45.7pp | 67.9%+30.4pp |
| Annual return | -20.01% | -13.24%-6.8pp | 338.61%-358.6pp | -7.84%-12.2pp |
| Employer contribution / active EE | $994 | $695+42.9% | $1,159-14.3% | $2,596-61.7% |
| Participant deferral / active EE | $913 | $1,263-27.7% | $2,125-57.0% | $4,027-77.3% |
| Admin fee / account holder | $114 | $2,010-94.3% | $2,130-94.6% | $5,403-97.9% |