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 | $21,925 | $39,122-44.0% | $57,179-61.7% | $62,891-65.1% |
| Participation rate | 92.9% | 70.5%+22.4pp | 75.3%+17.5pp | 69.3%+23.6pp |
| Annual return | 1.57% | 9.23%-7.7pp | 14.59%-13.0pp | 20.14%-18.6pp |
| Employer contribution / active EE | $759 | $1,874-59.5% | $2,682-71.7% | $2,281-66.7% |
| Participant deferral / active EE | $759 | $2,374-68.0% | $3,096-75.5% | $3,203-76.3% |
| Admin fee / account holder | $156 | $2,592-94.0% | $3,139-95.0% | $4,296-96.4% |