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 | $37,886 | $72,177-47.5% | $115,037-67.1% | $59,632-36.5% |
| Participation rate | 96.4% | 72.6%+23.8pp | 81.4%+15.0pp | 68.7%+27.7pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $2,918 | $2,841+2.7% | $4,608-36.7% | $2,203+32.5% |
| Participant deferral / active EE | $7,664 | $4,783+60.2% | $6,026+27.2% | $3,192+140.1% |
| Admin fee / account holder | $48 | $4,927-99.0% | $8,175-99.4% | $4,297-98.9% |