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 | $17,815 | $81,840-78.2% | $63,412-71.9% | $125,391-85.8% |
| Participation rate | 88.9% | 73.0%+15.8pp | 67.1%+21.8pp | 83.2%+5.7pp |
| Annual return | -1.25% | -0.10%-1.2pp | 4.04%-5.3pp | 282.22%-283.5pp |
| Employer contribution / active EE | $870 | $2,377-63.4% | $1,814-52.1% | $4,866-82.1% |
| Participant deferral / active EE | $2,632 | $3,064-14.1% | $2,496+5.5% | $5,352-50.8% |
| Admin fee / account holder | $296 | $4,951-94.0% | $3,753-92.1% | $9,540-96.9% |