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 | $26,425 | $107,452-75.4% | $91,541-71.1% | $142,382-81.4% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 14.29% | 22.06%-7.8pp | 20.50%-6.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,856 | $2,994-38.0% | $2,505-25.9% | $4,299-56.8% |
| Participant deferral / active EE | $834 | $4,754-82.5% | $4,008-79.2% | $6,507-87.2% |
| Admin fee / account holder | $150 | $8,834-98.3% | $6,956-97.8% | $12,624-98.8% |