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 | $16,769 | $84,233-80.1% | $170,442-90.2% | $70,131-76.1% |
| Participation rate | 81.8% | 70.8%+11.0pp | 83.6%-1.8pp | 69.5%+12.3pp |
| Annual return | 27.44% | 23.06%+4.4pp | 205.93%-178.5pp | 73.14%-45.7pp |
| Employer contribution / active EE | $1,028 | $3,387-69.6% | $5,433-81.1% | $2,342-56.1% |
| Participant deferral / active EE | $4,219 | $3,086+36.7% | $4,939-14.6% | $3,332+26.6% |
| Admin fee / account holder | $143 | $5,698-97.5% | $13,880-99.0% | $4,645-96.9% |