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 | $28,981 | $62,586-53.7% | $76,768-62.2% | $64,186-54.8% |
| Participation rate | 84.5% | 72.8%+11.7pp | 77.0%+7.5pp | 69.6%+14.9pp |
| Annual return | -7.19% | -1.95%-5.2pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $703 | $1,832-61.6% | $2,485-71.7% | $2,381-70.5% |
| Participant deferral / active EE | $3,805 | $3,145+21.0% | $3,852-1.2% | $3,470+9.7% |
| Admin fee / account holder | $228 | $4,667-95.1% | $6,675-96.6% | $4,888-95.3% |