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 9-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 | $19,774 | $105,630-81.3% | $87,507-77.4% | $273,961-92.8% |
| Participation rate | 76.9% | 78.2%-1.3pp | 73.8%+3.1pp | 83.0%-6.1pp |
| Annual return | 0.00% | 12.25%-12.3pp | 12.21%-12.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,207 | $3,141-61.6% | $2,550-52.7% | $4,869-75.2% |
| Participant deferral / active EE | $1,369 | $3,601-62.0% | $3,149-56.5% | $5,287-74.1% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |