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 9-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 | $16,676 | $63,764-73.8% | $81,930-79.6% | $79,858-79.1% |
| Participation rate | 95.7% | 67.5%+28.2pp | 72.0%+23.7pp | 69.6%+26.1pp |
| Annual return | 33.50% | 22.66%+10.8pp | 29.49%+4.0pp | 31.71%+1.8pp |
| Employer contribution / active EE | $1,695 | $1,795-5.6% | $4,310-60.7% | $2,471-31.4% |
| Participant deferral / active EE | $2,340 | $2,780-15.9% | $7,107-67.1% | $3,740-37.4% |
| Admin fee / account holder | $81 | $4,426-98.2% | $5,158-98.4% | $5,306-98.5% |