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 | $21,888 | $117,983-81.4% | $101,794-78.5% | $142,382-84.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 16.27% | 36.92%-20.6pp | 30.53%-14.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,077 | $2,773-61.2% | $2,289-52.9% | $4,299-74.9% |
| Participant deferral / active EE | $2,300 | $4,714-51.2% | $4,084-43.7% | $6,507-64.7% |
| Admin fee / account holder | $234 | $10,433-97.8% | $8,777-97.3% | $12,624-98.1% |