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 | $19,040 | $140,940-86.5% | $112,229-83.0% | $139,434-86.3% |
| Participation rate | 85.7% | 79.2%+6.5pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 21.43% | 32.71%-11.3pp | 30.20%-8.8pp | 372.94%-351.5pp |
| Employer contribution / active EE | $3,315 | $4,283-22.6% | $3,430-3.4% | $4,751-30.2% |
| Participant deferral / active EE | $6,034 | $5,874+2.7% | $4,798+25.8% | $6,710-10.1% |
| Admin fee / account holder | $261 | $9,954-97.4% | $7,748-96.6% | $11,403-97.7% |