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 | $24,264 | $73,933-67.2% | $96,683-74.9% | $75,163-67.7% |
| Participation rate | 92.3% | 66.4%+25.9pp | 74.3%+18.0pp | 67.2%+25.1pp |
| Annual return | 16.68% | 26.70%-10.0pp | 35.69%-19.0pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,411 | $2,928-51.8% | $3,737-62.2% | $2,670-47.2% |
| Participant deferral / active EE | $2,849 | $3,659-22.1% | $4,878-41.6% | $4,125-30.9% |
| Admin fee / account holder | $221 | $5,216-95.8% | $6,730-96.7% | $5,651-96.1% |