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 | $41,673 | $117,983-64.7% | $101,794-59.1% | $142,382-70.7% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 16.50% | 36.92%-20.4pp | 30.53%-14.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $498 | $2,773-82.0% | $2,289-78.3% | $4,299-88.4% |
| Participant deferral / active EE | $1,424 | $4,714-69.8% | $4,084-65.1% | $6,507-78.1% |
| Admin fee / account holder | $45 | $10,433-99.6% | $8,777-99.5% | $12,624-99.6% |