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 8-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 | $42,455 | $50,958-16.7% | $74,550-43.1% | $64,186-33.9% |
| Participation rate | 72.4% | 61.1%+11.4pp | 69.1%+3.3pp | 69.6%+2.8pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $491 | $1,115-56.0% | $1,961-75.0% | $2,381-79.4% |
| Participant deferral / active EE | $1,168 | $2,301-49.2% | $3,108-62.4% | $3,470-66.3% |
| Admin fee / account holder | $76 | $4,223-98.2% | $5,060-98.5% | $4,888-98.5% |