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 | $20,866 | $117,381-82.2% | $99,443-79.0% | $152,861-86.3% |
| Participation rate | 83.3% | 77.5%+5.8pp | 73.8%+9.5pp | 82.4%+0.9pp |
| Annual return | 20.98% | 31.87%-10.9pp | 30.72%-9.7pp | 345.32%-324.3pp |
| Employer contribution / active EE | $611 | $3,013-79.7% | $2,540-75.9% | $4,762-87.2% |
| Participant deferral / active EE | $746 | $4,086-81.8% | $3,619-79.4% | $5,850-87.3% |
| Admin fee / account holder | $23 | $7,631-99.7% | $6,250-99.6% | $11,596-99.8% |