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 | $21,935 | $95,193-77.0% | $76,523-71.3% | $135,375-83.8% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | 0.10% | 4.85%-4.7pp | -0.27%+0.4pp | 519.73%-519.6pp |
| Employer contribution / active EE | $1,837 | $3,302-44.4% | $2,647-30.6% | $4,779-61.6% |
| Participant deferral / active EE | $7,954 | $4,639+71.5% | $3,835+107.4% | $5,609+41.8% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |