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 | $23,102 | $62,672-63.1% | $185,117-87.5% | $70,131-67.1% |
| Participation rate | 81.8% | 63.8%+18.0pp | 77.3%+4.6pp | 69.5%+12.3pp |
| Annual return | 15.80% | 40.79%-25.0pp | 40.50%-24.7pp | 73.14%-57.3pp |
| Employer contribution / active EE | $599 | $1,753-65.8% | $4,182-85.7% | $2,342-74.4% |
| Participant deferral / active EE | $1,704 | $3,272-47.9% | $5,045-66.2% | $3,332-48.9% |
| Admin fee / account holder | $74 | $3,932-98.1% | $8,159-99.1% | $4,645-98.4% |