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 | $9,015 | $32,117-71.9% | $71,086-87.3% | $64,186-86.0% |
| Participation rate | 92.3% | 42.7%+49.6pp | 54.7%+37.7pp | 69.6%+22.7pp |
| Annual return | 15.45% | -5.57%+21.0pp | 650.59%-635.1pp | 7.63%+7.8pp |
| Employer contribution / active EE | $1,915 | $712+168.8% | $1,088+76.0% | $2,381-19.6% |
| Participant deferral / active EE | $4,450 | $1,263+252.4% | $1,874+137.5% | $3,470+28.3% |
| Admin fee / account holder | $73 | $2,759-97.4% | $3,082-97.6% | $4,888-98.5% |