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 | $19,841 | $40,256-50.7% | $57,343-65.4% | $59,632-66.7% |
| Participation rate | 80.0% | 69.2%+10.8pp | 75.1%+4.9pp | 68.7%+11.3pp |
| Annual return | 0.00% | 27.49%-27.5pp | 24.39%-24.4pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,269 | $1,922-34.0% | $2,689-52.8% | $2,203-42.4% |
| Participant deferral / active EE | $2,342 | $2,399-2.4% | $3,162-25.9% | $3,192-26.6% |
| Admin fee / account holder | $287 | $2,818-89.8% | $3,356-91.5% | $4,297-93.3% |