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 | $17,720 | $117,983-85.0% | $101,794-82.6% | $142,382-87.6% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 17.07% | 36.92%-19.8pp | 30.53%-13.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $578 | $2,773-79.2% | $2,289-74.8% | $4,299-86.6% |
| Participant deferral / active EE | $1,572 | $4,714-66.7% | $4,084-61.5% | $6,507-75.8% |
| Admin fee / account holder | $183 | $10,433-98.2% | $8,777-97.9% | $12,624-98.5% |