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 | $26,712 | $72,277-63.0% | $101,248-73.6% | $79,858-66.6% |
| Participation rate | 86.4% | 68.5%+18.0pp | 75.8%+10.6pp | 69.6%+16.8pp |
| Annual return | 10.89% | 22.30%-11.4pp | 46.47%-35.6pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,726 | $2,692-35.9% | $3,660-52.8% | $2,471-30.1% |
| Participant deferral / active EE | $1,861 | $3,282-43.3% | $4,370-57.4% | $3,740-50.2% |
| Admin fee / account holder | $277 | $4,400-93.7% | $5,945-95.3% | $5,306-94.8% |