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 | $29,538 | $77,899-62.1% | $149,673-80.3% | $75,163-60.7% |
| Participation rate | 72.0% | 65.6%+6.4pp | 78.8%-6.8pp | 67.2%+4.8pp |
| Annual return | 13.76% | 31.72%-18.0pp | 134.42%-120.7pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,832 | $3,137-41.6% | $4,818-62.0% | $2,670-31.4% |
| Participant deferral / active EE | $1,904 | $3,411-44.2% | $5,680-66.5% | $4,125-53.8% |
| Admin fee / account holder | $27 | $5,956-99.5% | $13,210-99.8% | $5,651-99.5% |