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 7-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 | $19,579 | $55,706-64.9% | $75,886-74.2% | $72,985-73.2% |
| Participation rate | 72.0% | 61.1%+10.9pp | 69.3%+2.7pp | 69.5%+2.5pp |
| Annual return | 0.00% | 27.59%-27.6pp | 30.76%-30.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,659 | $1,687-1.6% | $2,500-33.6% | $2,440-32.0% |
| Participant deferral / active EE | $2,950 | $2,634+12.0% | $3,603-18.1% | $3,607-18.2% |
| Admin fee / account holder | $144 | $3,978-96.4% | $5,418-97.3% | $5,124-97.2% |