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 | $24,404 | $51,175-52.3% | $70,515-65.4% | $75,163-67.5% |
| Participation rate | 76.9% | 60.9%+16.0pp | 68.3%+8.6pp | 67.2%+9.7pp |
| Annual return | 17.99% | 30.02%-12.0pp | 32.77%-14.8pp | 160.62%-142.6pp |
| Employer contribution / active EE | $816 | $1,826-55.3% | $2,973-72.6% | $2,670-69.4% |
| Participant deferral / active EE | $1,443 | $2,849-49.4% | $4,567-68.4% | $4,125-65.0% |
| Admin fee / account holder | $181 | $4,091-95.6% | $6,412-97.2% | $5,651-96.8% |