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 | $28,030 | $135,952-79.4% | $123,892-77.4% | $273,961-89.8% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 5.71% | 56.63%-50.9pp | 47.52%-41.8pp | 41.45%-35.7pp |
| Employer contribution / active EE | $2,022 | $5,170-60.9% | $4,617-56.2% | $4,869-58.5% |
| Participant deferral / active EE | $2,952 | $6,343-53.5% | $5,984-50.7% | $5,287-44.2% |
| Admin fee / account holder | $97 | $9,817-99.0% | $8,357-98.8% | $10,132-99.0% |