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 | $25,722 | $93,071-72.4% | $74,583-65.5% | $273,961-90.6% |
| Participation rate | 73.3% | 74.9%-1.6pp | 68.1%+5.2pp | 83.0%-9.7pp |
| Annual return | 5.92% | 26.18%-20.3pp | 20.47%-14.5pp | 41.45%-35.5pp |
| Employer contribution / active EE | $856 | $3,160-72.9% | $2,525-66.1% | $4,869-82.4% |
| Participant deferral / active EE | $1,298 | $4,160-68.8% | $3,458-62.5% | $5,287-75.4% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |