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 | $38,923 | $110,257-64.7% | $96,544-59.7% | $139,434-72.1% |
| Participation rate | 82.4% | 78.1%+4.3pp | 76.0%+6.4pp | 80.3%+2.0pp |
| Annual return | 16.05% | 26.32%-10.3pp | 25.84%-9.8pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,916 | $3,620-47.1% | $2,965-35.4% | $4,751-59.7% |
| Participant deferral / active EE | $2,675 | $5,548-51.8% | $4,851-44.9% | $6,710-60.1% |
| Admin fee / account holder | $193 | $11,591-98.3% | $8,252-97.7% | $11,403-98.3% |