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 | $43,744 | $117,983-62.9% | $101,794-57.0% | $142,382-69.3% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 18.91% | 36.92%-18.0pp | 30.53%-11.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,785 | $2,773-35.6% | $2,289-22.0% | $4,299-58.5% |
| Participant deferral / active EE | $4,414 | $4,714-6.4% | $4,084+8.1% | $6,507-32.2% |
| Admin fee / account holder | $93 | $10,433-99.1% | $8,777-98.9% | $12,624-99.3% |