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 | $8,737 | $80,717-89.2% | $154,803-94.4% | $84,808-89.7% |
| Participation rate | 92.0% | 66.8%+25.2pp | 78.1%+13.9pp | 68.3%+23.7pp |
| Annual return | 20.17% | 37.96%-17.8pp | 58.88%-38.7pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,160 | $2,761-58.0% | $4,305-73.0% | $2,631-55.9% |
| Participant deferral / active EE | $1,728 | $3,303-47.7% | $5,540-68.8% | $4,212-59.0% |
| Admin fee / account holder | $127 | $6,746-98.1% | $14,329-99.1% | $7,344-98.3% |