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 | $20,486 | $45,035-54.5% | $62,995-67.5% | $70,131-70.8% |
| Participation rate | 82.9% | 69.5%+13.3pp | 74.8%+8.0pp | 69.5%+13.3pp |
| Annual return | 16.04% | 18.76%-2.7pp | 87.57%-71.5pp | 73.14%-57.1pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,755 | $2,465+92.9% | $3,329+42.8% | $3,332+42.7% |
| Admin fee / account holder | $300 | $2,834-89.4% | $3,600-91.7% | $4,645-93.5% |