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 6-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 | $32,579 | $65,365-50.2% | $92,893-64.9% | $72,985-55.4% |
| Participation rate | 84.4% | 68.3%+16.1pp | 76.0%+8.4pp | 69.5%+14.9pp |
| Annual return | 0.00% | 42.10%-42.1pp | 109.41%-109.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,584 | $2,594-38.9% | $3,653-56.6% | $2,440-35.1% |
| Participant deferral / active EE | $2,687 | $3,128-14.1% | $4,236-36.6% | $3,607-25.5% |
| Admin fee / account holder | $174 | $4,251-95.9% | $5,794-97.0% | $5,124-96.6% |