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 | $19,091 | $54,762-65.1% | $90,281-78.9% | $72,985-73.8% |
| Participation rate | 90.2% | 65.1%+25.1pp | 73.3%+17.0pp | 69.5%+20.8pp |
| Annual return | 16.42% | 30.63%-14.2pp | 78.10%-61.7pp | 81.00%-64.6pp |
| Employer contribution / active EE | $2,026 | $2,092-3.2% | $2,854-29.0% | $2,440-17.0% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $74 | $3,972-98.1% | $5,351-98.6% | $5,124-98.5% |