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 7-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 | $18,867 | $55,706-66.1% | $75,886-75.1% | $72,985-74.1% |
| Participation rate | 77.3% | 61.1%+16.2pp | 69.3%+8.1pp | 69.5%+7.8pp |
| Annual return | 0.00% | 27.59%-27.6pp | 30.76%-30.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,957 | $1,687+16.0% | $2,500-21.8% | $2,440-19.8% |
| Participant deferral / active EE | $3,843 | $2,634+45.9% | $3,603+6.7% | $3,607+6.5% |
| Admin fee / account holder | $237 | $3,978-94.0% | $5,418-95.6% | $5,124-95.4% |