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 | $22,808 | $124,281-81.6% | $109,143-79.1% | $167,490-86.4% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 11.28% | 26.04%-14.8pp | 25.75%-14.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $1,016 | $4,207-75.8% | $3,722-72.7% | $4,837-79.0% |
| Participant deferral / active EE | $1,745 | $5,255-66.8% | $4,653-62.5% | $6,341-72.5% |
| Admin fee / account holder | $152 | $7,970-98.1% | $6,752-97.8% | $12,309-98.8% |