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 | $10,675 | $77,899-86.3% | $149,673-92.9% | $75,163-85.8% |
| Participation rate | 87.1% | 65.6%+21.5pp | 78.8%+8.3pp | 67.2%+19.9pp |
| Annual return | 15.53% | 31.72%-16.2pp | 134.42%-118.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,259 | $3,137-59.9% | $4,818-73.9% | $2,670-52.8% |
| Participant deferral / active EE | $1,299 | $3,411-61.9% | $5,680-77.1% | $4,125-68.5% |
| Admin fee / account holder | $236 | $5,956-96.0% | $13,210-98.2% | $5,651-95.8% |