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 | $23,450 | $35,183-33.3% | $73,545-68.1% | $70,131-66.6% |
| Participation rate | 91.7% | 42.9%+48.7pp | 54.9%+36.7pp | 69.5%+22.1pp |
| Annual return | 29.82% | 26.90%+2.9pp | -15.16%+45.0pp | 73.14%-43.3pp |
| Employer contribution / active EE | $617 | $709-12.9% | $1,219-49.4% | $2,342-73.7% |
| Participant deferral / active EE | $2,146 | $1,220+75.9% | $1,806+18.8% | $3,332-35.6% |
| Admin fee / account holder | $14 | $2,302-99.4% | $2,320-99.4% | $4,645-99.7% |