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 8-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 | $36,874 | $43,327-14.9% | $59,878-38.4% | $64,186-42.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 0.00% | -1.55%+1.5pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $3,756 | $2,028+85.2% | $2,722+38.0% | $2,381+57.8% |
| Participant deferral / active EE | $6,950 | $2,546+173.0% | $3,402+104.3% | $3,470+100.3% |
| Admin fee / account holder | $238 | $3,005-92.1% | $3,590-93.4% | $4,888-95.1% |