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 | $22,657 | $104,251-78.3% | $91,001-75.1% | $147,584-84.6% |
| Participation rate | 70.0% | 78.2%-8.2pp | 75.6%-5.6pp | 82.8%-12.8pp |
| Annual return | 19.36% | 27.06%-7.7pp | 4.60%+14.8pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,059 | $3,116-66.0% | $2,456-56.9% | $4,876-78.3% |
| Participant deferral / active EE | $2,088 | $4,195-50.2% | $3,547-41.1% | $5,439-61.6% |
| Admin fee / account holder | $86 | $8,948-99.0% | $5,417-98.4% | $10,885-99.2% |