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 | $28,185 | $73,933-61.9% | $96,683-70.8% | $75,163-62.5% |
| Participation rate | 92.7% | 66.4%+26.3pp | 74.3%+18.4pp | 67.2%+25.5pp |
| Annual return | 16.97% | 26.70%-9.7pp | 35.69%-18.7pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,871 | $2,928-2.0% | $3,737-23.2% | $2,670+7.5% |
| Participant deferral / active EE | $2,392 | $3,659-34.6% | $4,878-51.0% | $4,125-42.0% |
| Admin fee / account holder | $282 | $5,216-94.6% | $6,730-95.8% | $5,651-95.0% |