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 | $23,925 | $215,361-88.9% | $171,082-86.0% | $273,961-91.3% |
| Participation rate | 90.0% | 82.0%+8.0pp | 76.7%+13.3pp | 83.0%+7.0pp |
| Annual return | 7.48% | 25.14%-17.7pp | 32.56%-25.1pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,076 | $4,967-78.3% | $4,002-73.1% | $4,869-77.9% |
| Participant deferral / active EE | $2,031 | $5,543-63.4% | $4,797-57.7% | $5,287-61.6% |
| Admin fee / account holder | $271 | $10,846-97.5% | $8,520-96.8% | $10,132-97.3% |