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 | $18,671 | $108,172-82.7% | $77,482-75.9% | $158,922-88.3% |
| Participation rate | 91.7% | 64.4%+27.2pp | 54.2%+37.5pp | 82.0%+9.7pp |
| Annual return | 15.11% | 31.67%-16.6pp | 54.79%-39.7pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,613 | $1,325+21.7% | $986+63.5% | $4,761-66.1% |
| Participant deferral / active EE | $2,728 | $2,456+11.0% | $1,861+46.5% | $5,982-54.4% |
| Admin fee / account holder | $226 | $3,708-93.9% | $2,858-92.1% | $11,246-98.0% |