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 | $34,287 | $75,828-54.8% | $147,614-76.8% | $59,632-42.5% |
| Participation rate | 84.6% | 71.6%+13.0pp | 84.6%0pp | 68.7%+15.9pp |
| Annual return | 0.26% | 0.37%-0.1pp | 61.98%-61.7pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $1,764 | $3,485-49.4% | $5,564-68.3% | $2,203-19.9% |
| Participant deferral / active EE | $5,791 | $3,130+85.0% | $4,895+18.3% | $3,192+81.4% |
| Admin fee / account holder | $102 | $5,985-98.3% | $11,611-99.1% | $4,297-97.6% |