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 | $2,090 | $84,402-97.5% | $61,373-96.6% | $134,475-98.4% |
| Participation rate | 85.7% | 62.2%+23.5pp | 52.6%+33.1pp | 81.2%+4.5pp |
| Annual return | -12.11% | 584.55%-596.7pp | 338.61%-350.7pp | 417.96%-430.1pp |
| Employer contribution / active EE | $471 | $1,544-69.5% | $1,159-59.4% | $4,740-90.1% |
| Participant deferral / active EE | $735 | $2,819-73.9% | $2,125-65.4% | $6,400-88.5% |
| Admin fee / account holder | $27 | $2,585-98.9% | $2,130-98.7% | $11,426-99.8% |