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 | $11,878 | $49,177-75.8% | $79,464-85.1% | $64,186-81.5% |
| Participation rate | 93.2% | 65.0%+28.2pp | 73.3%+19.8pp | 69.6%+23.6pp |
| Annual return | -6.14% | -1.16%-5.0pp | 718.14%-724.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $379 | $2,076-81.7% | $2,800-86.5% | $2,381-84.1% |
| Participant deferral / active EE | $1,428 | $2,821-49.4% | $3,704-61.5% | $3,470-58.8% |
| Admin fee / account holder | $253 | $3,839-93.4% | $5,113-95.0% | $4,888-94.8% |