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 | $14,266 | $49,227-71.0% | $70,449-79.8% | $79,858-82.1% |
| Participation rate | 77.8% | 69.2%+8.6pp | 75.1%+2.7pp | 69.6%+8.1pp |
| Annual return | 16.97% | 30.06%-13.1pp | 109.03%-92.1pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,271 | $2,099-39.4% | $2,737-53.5% | $2,471-48.5% |
| Participant deferral / active EE | $2,814 | $2,768+1.7% | $3,709-24.1% | $3,740-24.8% |
| Admin fee / account holder | $67 | $2,878-97.7% | $3,845-98.3% | $5,306-98.7% |