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 | $28,185 | $117,983-76.1% | $101,794-72.3% | $142,382-80.2% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 18.66% | 36.92%-18.3pp | 30.53%-11.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $830 | $2,773-70.1% | $2,289-63.7% | $4,299-80.7% |
| Participant deferral / active EE | $1,519 | $4,714-67.8% | $4,084-62.8% | $6,507-76.7% |
| Admin fee / account holder | $77 | $10,433-99.3% | $8,777-99.1% | $12,624-99.4% |