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 | $18,784 | $99,341-81.1% | $84,750-77.8% | $273,961-93.1% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 8.45% | 22.93%-14.5pp | 22.78%-14.3pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,180 | $4,214-48.3% | $3,574-39.0% | $4,869-55.2% |
| Participant deferral / active EE | $4,499 | $4,269+5.4% | $3,712+21.2% | $5,287-14.9% |
| Admin fee / account holder | $30 | $6,644-99.6% | $5,332-99.4% | $10,132-99.7% |