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 | $22,722 | $41,377-45.1% | $109,313-79.2% | $62,891-63.9% |
| Participation rate | 96.6% | 57.5%+39.0pp | 71.3%+25.3pp | 69.3%+27.2pp |
| Annual return | 8.49% | 11.05%-2.6pp | 22.07%-13.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,858 | $1,276+45.6% | $3,892-52.3% | $2,281-18.6% |
| Participant deferral / active EE | $2,431 | $2,045+18.9% | $3,166-23.2% | $3,203-24.1% |
| Admin fee / account holder | $278 | $2,884-90.4% | $5,666-95.1% | $4,296-93.5% |