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 | $26,931 | $117,983-77.2% | $101,794-73.5% | $142,382-81.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 17.09% | 36.92%-19.8pp | 30.53%-13.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,559 | $2,773-43.8% | $2,289-31.9% | $4,299-63.7% |
| Participant deferral / active EE | $4,183 | $4,714-11.2% | $4,084+2.4% | $6,507-35.7% |
| Admin fee / account holder | $9 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |