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 3-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 | $11,485 | $117,983-90.3% | $101,794-88.7% | $142,382-91.9% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.2%+0.8pp | 80.1%-10.1pp |
| Annual return | 25.85% | 36.92%-11.1pp | 30.53%-4.7pp | 217.08%-191.2pp |
| Employer contribution / active EE | $1,504 | $2,773-45.8% | $2,289-34.3% | $4,299-65.0% |
| Participant deferral / active EE | $1,504 | $4,714-68.1% | $4,084-63.2% | $6,507-76.9% |
| Admin fee / account holder | $20 | $10,433-99.8% | $8,777-99.8% | $12,624-99.8% |