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 | $26,920 | $57,354-53.1% | $83,848-67.9% | $64,186-58.1% |
| Participation rate | 96.2% | 68.6%+27.5pp | 76.1%+20.0pp | 69.6%+26.6pp |
| Annual return | 13.33% | 11.38%+2.0pp | 850.88%-837.5pp | 7.63%+5.7pp |
| Employer contribution / active EE | $5,357 | $2,545+110.5% | $3,631+47.5% | $2,381+125.0% |
| Participant deferral / active EE | $5,482 | $2,993+83.1% | $4,082+34.3% | $3,470+58.0% |
| Admin fee / account holder | $299 | $4,046-92.6% | $5,478-94.5% | $4,888-93.9% |