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 | $24,173 | $54,726-55.8% | $68,793-64.9% | $64,186-62.3% |
| Participation rate | 76.8% | 68.0%+8.8pp | 72.2%+4.6pp | 69.6%+7.2pp |
| Annual return | 0.00% | -1.62%+1.6pp | -4.63%+4.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,515 | $1,846-17.9% | $2,625-42.3% | $2,381-36.4% |
| Participant deferral / active EE | $2,729 | $2,626+3.9% | $3,311-17.6% | $3,470-21.3% |
| Admin fee / account holder | $43 | $4,027-98.9% | $5,131-99.2% | $4,888-99.1% |