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 | $17,392 | $74,888-76.8% | $71,209-75.6% | $142,382-87.8% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.1%-7.4pp |
| Annual return | 19.30% | 345.14%-325.8pp | 282.51%-263.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $733 | $2,854-74.3% | $2,721-73.0% | $4,299-82.9% |
| Participant deferral / active EE | $3,876 | $4,454-13.0% | $4,175-7.2% | $6,507-40.4% |
| Admin fee / account holder | $232 | $5,568-95.8% | $5,349-95.7% | $12,624-98.2% |