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 5-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 | $13,112 | $73,867-82.2% | $143,757-90.9% | $68,494-80.9% |
| Participation rate | 88.6% | 66.7%+21.9pp | 80.3%+8.3pp | 67.9%+20.7pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,451 | $3,184-54.4% | $4,951-70.7% | $2,596-44.1% |
| Participant deferral / active EE | $3,083 | $3,384-8.9% | $5,637-45.3% | $4,027-23.5% |
| Admin fee / account holder | $30 | $5,755-99.5% | $14,673-99.8% | $5,403-99.4% |