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 | $16,513 | $39,122-57.8% | $57,179-71.1% | $62,891-73.7% |
| Participation rate | 93.3% | 70.5%+22.8pp | 75.3%+18.0pp | 69.3%+24.0pp |
| Annual return | 1.20% | 9.23%-8.0pp | 14.59%-13.4pp | 20.14%-18.9pp |
| Employer contribution / active EE | $1,043 | $1,874-44.3% | $2,682-61.1% | $2,281-54.3% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $235 | $2,592-90.9% | $3,139-92.5% | $4,296-94.5% |