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 | $21,379 | $72,177-70.4% | $115,037-81.4% | $59,632-64.1% |
| Participation rate | 74.3% | 72.6%+1.7pp | 81.4%-7.1pp | 68.7%+5.6pp |
| Annual return | 0.28% | 12.02%-11.7pp | 26.14%-25.9pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $1,908 | $2,841-32.8% | $4,608-58.6% | $2,203-13.4% |
| Participant deferral / active EE | $5,814 | $4,783+21.6% | $6,026-3.5% | $3,192+82.2% |
| Admin fee / account holder | $271 | $4,927-94.5% | $8,175-96.7% | $4,297-93.7% |