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 | $11,316 | $48,795-76.8% | $65,493-82.7% | $84,808-86.7% |
| Participation rate | 90.6% | 67.0%+23.6pp | 73.1%+17.5pp | 68.3%+22.3pp |
| Annual return | 14.02% | 20.20%-6.2pp | 982.45%-968.4pp | 40.90%-26.9pp |
| Employer contribution / active EE | $779 | $1,930-59.6% | $2,574-69.7% | $2,631-70.4% |
| Participant deferral / active EE | $2,058 | $2,928-29.7% | $3,961-48.1% | $4,212-51.1% |
| Admin fee / account holder | $162 | $3,877-95.8% | $5,028-96.8% | $7,344-97.8% |