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 | $26,437 | $103,376-74.4% | $87,100-69.6% | $152,861-82.7% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 24.92% | 28.10%-3.2pp | 28.19%-3.3pp | 345.32%-320.4pp |
| Employer contribution / active EE | $1,842 | $3,220-42.8% | $2,521-26.9% | $4,762-61.3% |
| Participant deferral / active EE | $2,480 | $4,778-48.1% | $4,049-38.7% | $5,850-57.6% |
| Admin fee / account holder | $106 | $12,205-99.1% | $7,497-98.6% | $11,596-99.1% |