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 7-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 | $20,672 | $99,877-79.3% | $84,966-75.7% | $145,922-85.8% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 9.71% | 83.76%-74.1pp | 66.38%-56.7pp | 561.29%-551.6pp |
| Employer contribution / active EE | $805 | $3,231-75.1% | $2,727-70.5% | $4,660-82.7% |
| Participant deferral / active EE | $1,045 | $5,291-80.3% | $4,519-76.9% | $6,688-84.4% |
| Admin fee / account holder | $201 | $7,248-97.2% | $6,149-96.7% | $13,397-98.5% |