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 10-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 | $52,519 | $72,492-27.6% | $87,100-39.7% | $72,985-28.0% |
| Participation rate | 78.8% | 72.8%+6.0pp | 76.9%+1.9pp | 69.5%+9.3pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,487 | $1,894+31.3% | $2,521-1.4% | $2,440+1.9% |
| Participant deferral / active EE | $4,369 | $3,270+33.6% | $4,049+7.9% | $3,607+21.1% |
| Admin fee / account holder | $267 | $5,055-94.7% | $7,497-96.4% | $5,124-94.8% |