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 | $21,078 | $105,931-80.1% | $81,930-74.3% | $158,922-86.7% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.0%+15.5pp | 82.0%+5.5pp |
| Annual return | 16.99% | 38.17%-21.2pp | 29.49%-12.5pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,733 | $7,800-77.8% | $4,310-59.8% | $4,761-63.6% |
| Participant deferral / active EE | $7,338 | $13,003-43.6% | $7,107+3.3% | $5,982+22.7% |
| Admin fee / account holder | $33 | $8,489-99.6% | $5,158-99.4% | $11,246-99.7% |