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 9-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 | $19,629 | $50,958-61.5% | $74,550-73.7% | $64,186-69.4% |
| Participation rate | 75.5% | 61.1%+14.5pp | 69.1%+6.4pp | 69.6%+5.9pp |
| Annual return | -0.44% | -1.86%+1.4pp | 32.53%-33.0pp | 7.63%-8.1pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,793 | $2,301-22.1% | $3,108-42.3% | $3,470-48.3% |
| Admin fee / account holder | $181 | $4,223-95.7% | $5,060-96.4% | $4,888-96.3% |