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 5-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 | $11,342 | $60,022-81.1% | $88,946-87.2% | $84,808-86.6% |
| Participation rate | 84.9% | 57.8%+27.1pp | 68.8%+16.1pp | 68.3%+16.6pp |
| Annual return | 30.46% | 22.43%+8.0pp | 57.82%-27.4pp | 40.90%-10.4pp |
| Employer contribution / active EE | $874 | $1,703-48.7% | $2,555-65.8% | $2,631-66.8% |
| Participant deferral / active EE | $1,350 | $3,114-56.7% | $4,581-70.5% | $4,212-68.0% |
| Admin fee / account holder | $13 | $4,811-99.7% | $8,261-99.8% | $7,344-99.8% |