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 | $22,424 | $51,708-56.6% | $106,619-79.0% | $62,891-64.3% |
| Participation rate | 93.1% | 66.9%+26.2pp | 78.0%+15.1pp | 69.3%+23.8pp |
| Annual return | 0.00% | 4.69%-4.7pp | 9.42%-9.4pp | 20.14%-20.1pp |
| Employer contribution / active EE | $4,151 | $1,764+135.4% | $3,947+5.2% | $2,281+82.0% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,349-100.0% | $6,418-100.0% | $4,296-100.0% |