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 | $33,616 | $62,586-46.3% | $76,768-56.2% | $64,186-47.6% |
| Participation rate | 88.9% | 72.8%+16.1pp | 77.0%+11.9pp | 69.6%+19.3pp |
| Annual return | -4.18% | -1.95%-2.2pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $3,177 | $1,832+73.4% | $2,485+27.8% | $2,381+33.4% |
| Participant deferral / active EE | $5,214 | $3,145+65.8% | $3,852+35.4% | $3,470+50.3% |
| Admin fee / account holder | $81 | $4,667-98.3% | $6,675-98.8% | $4,888-98.3% |