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 | $12,585 | $106,584-88.2% | $101,326-87.6% | $142,382-91.2% |
| Participation rate | 72.7% | 82.7%-10.0pp | 81.5%-8.8pp | 80.1%-7.4pp |
| Annual return | 22.71% | 36.93%-14.2pp | 36.82%-14.1pp | 217.08%-194.4pp |
| Employer contribution / active EE | $1,834 | $3,956-53.6% | $3,665-50.0% | $4,299-57.3% |
| Participant deferral / active EE | $2,549 | $8,297-69.3% | $7,994-68.1% | $6,507-60.8% |
| Admin fee / account holder | $209 | $11,446-98.2% | $11,185-98.1% | $12,624-98.3% |