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 | $31,646 | $62,586-49.4% | $76,768-58.8% | $64,186-50.7% |
| Participation rate | 80.9% | 72.8%+8.0pp | 77.0%+3.9pp | 69.6%+11.3pp |
| Annual return | -0.07% | -1.95%+1.9pp | 2.43%-2.5pp | 7.63%-7.7pp |
| Employer contribution / active EE | $654 | $1,832-64.3% | $2,485-73.7% | $2,381-72.6% |
| Participant deferral / active EE | $1,982 | $3,145-37.0% | $3,852-48.5% | $3,470-42.9% |
| Admin fee / account holder | $34 | $4,667-99.3% | $6,675-99.5% | $4,888-99.3% |