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 | $22,968 | $96,956-76.3% | $70,014-67.2% | $273,961-91.6% |
| Participation rate | 72.7% | 77.1%-4.3pp | 71.8%+0.9pp | 83.0%-10.3pp |
| Annual return | 17.10% | 12.93%+4.2pp | 12.99%+4.1pp | 41.45%-24.4pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,693 | $3,744+105.5% | $2,931+162.5% | $5,287+45.5% |
| Admin fee / account holder | $12 | $7,934-99.9% | $4,380-99.7% | $10,132-99.9% |