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 | $14,590 | $69,518-79.0% | $59,878-75.6% | $135,375-89.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.7%+0.3pp | 82.6%-7.6pp |
| Annual return | 21.98% | 7.94%+14.0pp | 3.46%+18.5pp | 519.73%-497.8pp |
| Employer contribution / active EE | $449 | $3,235-86.1% | $2,722-83.5% | $4,779-90.6% |
| Participant deferral / active EE | $2,315 | $4,206-45.0% | $3,402-32.0% | $5,609-58.7% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |