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 | $97,639 | $162,322-39.8% | $135,903-28.2% | - |
| Participation rate | 80.8% | 71.5%+9.3pp | 81.9%-1.1pp | - |
| Annual return | 27.70% | 15.15%+12.5pp | 68.23%-40.5pp | - |
| Employer contribution / active EE | $3,288 | $3,400-3.3% | $4,856-32.3% | - |
| Participant deferral / active EE | $8,838 | $5,722+54.5% | $7,758+13.9% | - |
| Admin fee / account holder | $73 | $23,877-99.7% | $10,762-99.3% | - |