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 | $28,592 | $54,380-47.4% | $68,509-58.3% | $59,632-52.1% |
| Participation rate | 87.0% | 70.2%+16.8pp | 74.7%+12.2pp | 68.7%+18.3pp |
| Annual return | 0.00% | 2.83%-2.8pp | 8.27%-8.3pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,390 | $2,643-9.6% | $3,382-29.3% | $3,192-25.1% |
| Admin fee / account holder | $60 | $3,885-98.4% | $5,275-98.9% | $4,297-98.6% |