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 | $25,800 | $45,035-42.7% | $62,995-59.0% | $70,131-63.2% |
| Participation rate | 78.8% | 69.5%+9.3pp | 74.8%+4.0pp | 69.5%+9.2pp |
| Annual return | 12.74% | 18.76%-6.0pp | 87.57%-74.8pp | 73.14%-60.4pp |
| Employer contribution / active EE | $998 | $2,051-51.4% | $2,759-63.8% | $2,342-57.4% |
| Participant deferral / active EE | $2,493 | $2,465+1.2% | $3,329-25.1% | $3,332-25.2% |
| Admin fee / account holder | $75 | $2,834-97.3% | $3,600-97.9% | $4,645-98.4% |