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 | $31,478 | $99,341-68.3% | $84,750-62.9% | $273,961-88.5% |
| Participation rate | 95.0% | 80.7%+14.3pp | 76.6%+18.4pp | 83.0%+12.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,181 | $4,214-72.0% | $3,574-67.0% | $4,869-75.7% |
| Participant deferral / active EE | $2,985 | $4,269-30.1% | $3,712-19.6% | $5,287-43.5% |
| Admin fee / account holder | $115 | $6,644-98.3% | $5,332-97.8% | $10,132-98.9% |