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 | $46,818 | $59,839-21.8% | $81,983-42.9% | $79,858-41.4% |
| Participation rate | 70.4% | 61.6%+8.8pp | 69.2%+1.1pp | 69.6%+0.7pp |
| Annual return | 0.00% | 17.56%-17.6pp | 41.31%-41.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,149 | $1,713-32.9% | $2,498-54.0% | $2,471-53.5% |
| Participant deferral / active EE | $1,643 | $2,695-39.0% | $3,722-55.9% | $3,740-56.1% |
| Admin fee / account holder | $225 | $4,287-94.7% | $5,664-96.0% | $5,306-95.8% |