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 | $31,791 | $131,829-75.9% | $108,579-70.7% | $273,961-88.4% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 6.68% | -91.57%+98.2pp | -51.70%+58.4pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,389 | $4,912-71.7% | $3,758-63.0% | $4,869-71.5% |
| Participant deferral / active EE | $1,618 | $5,127-68.4% | $4,311-62.5% | $5,287-69.4% |
| Admin fee / account holder | $151 | $10,252-98.5% | $7,645-98.0% | $10,132-98.5% |