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 | $18,957 | $47,944-60.5% | $67,834-72.1% | $62,891-69.9% |
| Participation rate | 89.8% | 61.1%+28.7pp | 68.8%+21.0pp | 69.3%+20.5pp |
| Annual return | 9.44% | 11.77%-2.3pp | 138.47%-129.0pp | 20.14%-10.7pp |
| Employer contribution / active EE | $811 | $1,562-48.1% | $2,403-66.2% | $2,281-64.4% |
| Participant deferral / active EE | $1,654 | $2,247-26.4% | $3,160-47.6% | $3,203-48.3% |
| Admin fee / account holder | $14 | $3,712-99.6% | $4,622-99.7% | $4,296-99.7% |