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 5-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 | $18,323 | $100,773-81.8% | $88,946-79.4% | $142,382-87.1% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 18.88% | 70.18%-51.3pp | 57.82%-38.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $895 | $2,918-69.3% | $2,555-65.0% | $4,299-79.2% |
| Participant deferral / active EE | $2,401 | $5,230-54.1% | $4,581-47.6% | $6,507-63.1% |
| Admin fee / account holder | $250 | $9,693-97.4% | $8,261-97.0% | $12,624-98.0% |