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 | $27,000 | $117,983-77.1% | $101,794-73.5% | $142,382-81.0% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 12.40% | 36.92%-24.5pp | 30.53%-18.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $503 | $2,773-81.9% | $2,289-78.0% | $4,299-88.3% |
| Participant deferral / active EE | $1,957 | $4,714-58.5% | $4,084-52.1% | $6,507-69.9% |
| Admin fee / account holder | $212 | $10,433-98.0% | $8,777-97.6% | $12,624-98.3% |