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 | $8,523 | $35,183-75.8% | $73,545-88.4% | $70,131-87.8% |
| Participation rate | 96.4% | 42.9%+53.5pp | 54.9%+41.5pp | 69.5%+26.9pp |
| Annual return | 17.32% | 26.90%-9.6pp | -15.16%+32.5pp | 73.14%-55.8pp |
| Employer contribution / active EE | $1,160 | $709+63.7% | $1,219-4.8% | $2,342-50.5% |
| Participant deferral / active EE | $2,878 | $1,220+135.9% | $1,806+59.3% | $3,332-13.6% |
| Admin fee / account holder | $35 | $2,302-98.5% | $2,320-98.5% | $4,645-99.2% |