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 | $11,967 | $69,518-82.8% | $59,878-80.0% | $135,375-91.2% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.7%+5.3pp | 82.6%-2.6pp |
| Annual return | 9.64% | 7.94%+1.7pp | 3.46%+6.2pp | 519.73%-510.1pp |
| Employer contribution / active EE | $1,269 | $3,235-60.8% | $2,722-53.4% | $4,779-73.4% |
| Participant deferral / active EE | $2,801 | $4,206-33.4% | $3,402-17.7% | $5,609-50.1% |
| Admin fee / account holder | $47 | $5,734-99.2% | $3,590-98.7% | $10,827-99.6% |