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 | $17,014 | $52,580-67.6% | $71,671-76.3% | $70,131-75.7% |
| Participation rate | 75.8% | 60.9%+14.9pp | 68.7%+7.0pp | 69.5%+6.2pp |
| Annual return | 13.13% | 20.25%-7.1pp | 20.65%-7.5pp | 73.14%-60.0pp |
| Employer contribution / active EE | $746 | $1,616-53.8% | $2,460-69.7% | $2,342-68.1% |
| Participant deferral / active EE | $3,102 | $2,386+30.0% | $3,438-9.8% | $3,332-6.9% |
| Admin fee / account holder | $277 | $3,653-92.4% | $5,558-95.0% | $4,645-94.0% |