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 | $19,403 | $49,280-60.6% | $67,313-71.2% | $64,186-69.8% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 0.00% | -1.39%+1.4pp | -4.08%+4.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,543 | $1,668+52.4% | $2,566-0.9% | $2,381+6.8% |
| Participant deferral / active EE | $4,350 | $2,484+75.1% | $3,568+21.9% | $3,470+25.4% |
| Admin fee / account holder | $63 | $3,863-98.4% | $4,507-98.6% | $4,888-98.7% |