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 | $6,134 | $27,641-77.8% | $61,373-90.0% | $68,494-91.0% |
| Participation rate | 87.3% | 39.5%+47.8pp | 52.6%+34.8pp | 67.9%+19.4pp |
| Annual return | -15.29% | -13.24%-2.0pp | 338.61%-353.9pp | -7.84%-7.4pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $539 | $1,263-57.4% | $2,125-74.7% | $4,027-86.6% |
| Admin fee / account holder | $172 | $2,010-91.4% | $2,130-91.9% | $5,403-96.8% |