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 | $27,255 | $117,983-76.9% | $101,794-73.2% | $142,382-80.9% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 18.90% | 36.92%-18.0pp | 30.53%-11.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $859 | $2,773-69.0% | $2,289-62.5% | $4,299-80.0% |
| Participant deferral / active EE | $1,205 | $4,714-74.4% | $4,084-70.5% | $6,507-81.5% |
| Admin fee / account holder | $178 | $10,433-98.3% | $8,777-98.0% | $12,624-98.6% |