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 | $11,875 | $42,383-72.0% | $76,523-84.5% | $64,186-81.5% |
| Participation rate | 80.6% | 58.1%+22.5pp | 68.0%+12.6pp | 69.6%+11.1pp |
| Annual return | 20.45% | -16.54%+37.0pp | -0.27%+20.7pp | 7.63%+12.8pp |
| Employer contribution / active EE | $1,115 | $1,563-28.7% | $2,647-57.9% | $2,381-53.2% |
| Participant deferral / active EE | $4,371 | $2,566+70.3% | $3,835+14.0% | $3,470+26.0% |
| Admin fee / account holder | $269 | $3,198-91.6% | $4,848-94.5% | $4,888-94.5% |