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 | $23,354 | $71,809-67.5% | $61,048-61.7% | $152,861-84.7% |
| Participation rate | 77.8% | 84.2%-6.4pp | 79.3%-1.5pp | 82.4%-4.7pp |
| Annual return | 26.38% | 29.74%-3.4pp | 26.18%+0.2pp | 345.32%-318.9pp |
| Employer contribution / active EE | $1,557 | $4,545-65.7% | $3,716-58.1% | $4,762-67.3% |
| Participant deferral / active EE | $1,726 | $5,467-68.4% | $4,470-61.4% | $5,850-70.5% |
| Admin fee / account holder | $85 | $4,750-98.2% | $3,728-97.7% | $11,596-99.3% |