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 | $18,027 | $52,836-65.9% | $105,738-83.0% | $64,186-71.9% |
| Participation rate | 78.9% | 66.5%+12.4pp | 76.3%+2.6pp | 69.6%+9.4pp |
| Annual return | -1.08% | 14.30%-15.4pp | 6.27%-7.4pp | 7.63%-8.7pp |
| Employer contribution / active EE | $930 | $1,827-49.1% | $3,268-71.6% | $2,381-61.0% |
| Participant deferral / active EE | $2,909 | $2,545+14.3% | $4,080-28.7% | $3,470-16.1% |
| Admin fee / account holder | $101 | $3,959-97.4% | $6,913-98.5% | $4,888-97.9% |