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 | $32,810 | $124,281-73.6% | $109,143-69.9% | $167,490-80.4% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.9%+8.7pp | 82.1%+2.5pp |
| Annual return | 14.44% | 26.04%-11.6pp | 25.75%-11.3pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,840 | $4,207-56.3% | $3,722-50.6% | $4,837-62.0% |
| Participant deferral / active EE | $5,382 | $5,255+2.4% | $4,653+15.7% | $6,341-15.1% |
| Admin fee / account holder | $43 | $7,970-99.5% | $6,752-99.4% | $12,309-99.7% |