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 | $26,031 | $107,791-75.9% | $90,645-71.3% | $135,375-80.8% |
| Participation rate | 92.9% | 78.0%+14.8pp | 74.0%+18.8pp | 82.6%+10.2pp |
| Annual return | 10.42% | -0.90%+11.3pp | 1.88%+8.5pp | 519.73%-509.3pp |
| Employer contribution / active EE | $4,388 | $3,018+45.4% | $2,532+73.3% | $4,779-8.2% |
| Participant deferral / active EE | $7,242 | $3,872+87.0% | $3,425+111.5% | $5,609+29.1% |
| Admin fee / account holder | $20 | $5,930-99.7% | $4,994-99.6% | $10,827-99.8% |