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 | $9,296 | $48,230-80.7% | $67,502-86.2% | $80,856-88.5% |
| Participation rate | 91.3% | 66.4%+24.9pp | 72.9%+18.4pp | 67.6%+23.7pp |
| Annual return | 12.66% | 18.28%-5.6pp | 3512.12%-3499.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $476 | $2,020-76.4% | $2,731-82.6% | $2,755-82.7% |
| Participant deferral / active EE | $852 | $2,924-70.9% | $4,000-78.7% | $4,296-80.2% |
| Admin fee / account holder | $61 | $3,681-98.3% | $3,998-98.5% | $6,918-99.1% |