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 | $22,629 | $88,707-74.5% | $74,183-69.5% | $273,961-91.7% |
| Participation rate | 77.8% | 79.4%-1.7pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 12.60% | 11.94%+0.7pp | 17.74%-5.1pp | 41.45%-28.9pp |
| Employer contribution / active EE | $1,120 | $3,159-64.5% | $2,370-52.7% | $4,869-77.0% |
| Participant deferral / active EE | $1,890 | $4,212-55.1% | $3,550-46.7% | $5,287-64.2% |
| Admin fee / account holder | $1 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |