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 | $25,222 | $52,580-52.0% | $71,671-64.8% | $70,131-64.0% |
| Participation rate | 93.5% | 60.9%+32.6pp | 68.7%+24.7pp | 69.5%+23.9pp |
| Annual return | 17.77% | 20.25%-2.5pp | 20.65%-2.9pp | 73.14%-55.4pp |
| Employer contribution / active EE | $761 | $1,616-52.9% | $2,460-69.1% | $2,342-67.5% |
| Participant deferral / active EE | $2,244 | $2,386-6.0% | $3,438-34.7% | $3,332-32.7% |
| Admin fee / account holder | $223 | $3,653-93.9% | $5,558-96.0% | $4,645-95.2% |