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 | $12,375 | $117,983-89.5% | $101,794-87.8% | $142,382-91.3% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 12.56% | 36.92%-24.4pp | 30.53%-18.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $982 | $2,773-64.6% | $2,289-57.1% | $4,299-77.2% |
| Participant deferral / active EE | $2,478 | $4,714-47.4% | $4,084-39.3% | $6,507-61.9% |
| Admin fee / account holder | $82 | $10,433-99.2% | $8,777-99.1% | $12,624-99.4% |