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 | $20,446 | $117,841-82.6% | $102,423-80.0% | $145,922-86.0% |
| Participation rate | 94.1% | 78.6%+15.5pp | 76.5%+17.6pp | 80.3%+13.8pp |
| Annual return | 12.24% | 31.65%-19.4pp | 29.32%-17.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,326 | $3,615-63.3% | $3,023-56.2% | $4,660-71.6% |
| Participant deferral / active EE | $2,179 | $5,731-62.0% | $5,053-56.9% | $6,688-67.4% |
| Admin fee / account holder | $190 | $13,326-98.6% | $9,451-98.0% | $13,397-98.6% |