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 10-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 | $21,826 | $91,190-76.1% | $178,490-87.8% | $79,858-72.7% |
| Participation rate | 94.6% | 69.2%+25.4pp | 81.9%+12.7pp | 69.6%+25.0pp |
| Annual return | 11.61% | 24.19%-12.6pp | 151.07%-139.5pp | 31.71%-20.1pp |
| Employer contribution / active EE | $886 | $3,256-72.8% | $5,011-82.3% | $2,471-64.2% |
| Participant deferral / active EE | $984 | $3,236-69.6% | $5,202-81.1% | $3,740-73.7% |
| Admin fee / account holder | $286 | $6,751-95.8% | $13,984-98.0% | $5,306-94.6% |