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 9-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 | $15,842 | $80,717-80.4% | $154,803-89.8% | $84,808-81.3% |
| Participation rate | 77.4% | 66.8%+10.6pp | 78.1%-0.7pp | 68.3%+9.1pp |
| Annual return | 17.28% | 37.96%-20.7pp | 58.88%-41.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $789 | $2,761-71.4% | $4,305-81.7% | $2,631-70.0% |
| Participant deferral / active EE | $1,940 | $3,303-41.3% | $5,540-65.0% | $4,212-53.9% |
| Admin fee / account holder | $45 | $6,746-99.3% | $14,329-99.7% | $7,344-99.4% |