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 | $24,407 | $127,777-80.9% | $106,548-77.1% | $167,490-85.4% |
| Participation rate | 87.5% | 78.3%+9.2pp | 76.1%+11.4pp | 82.1%+5.4pp |
| Annual return | 12.80% | 33.87%-21.1pp | 26.80%-14.0pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,314 | $3,427-61.7% | $2,819-53.4% | $4,837-72.8% |
| Participant deferral / active EE | $2,217 | $5,087-56.4% | $4,398-49.6% | $6,341-65.0% |
| Admin fee / account holder | $19 | $11,228-99.8% | $7,407-99.7% | $12,309-99.8% |