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 | $29,220 | $78,422-62.7% | $95,952-69.5% | $79,858-63.4% |
| Participation rate | 96.3% | 73.5%+22.8pp | 77.1%+19.2pp | 69.6%+26.7pp |
| Annual return | 10.14% | 19.37%-9.2pp | 91.61%-81.5pp | 31.71%-21.6pp |
| Employer contribution / active EE | $1,639 | $1,945-15.7% | $2,541-35.5% | $2,471-33.7% |
| Participant deferral / active EE | $4,041 | $3,440+17.5% | $4,167-3.0% | $3,740+8.0% |
| Admin fee / account holder | $121 | $5,622-97.8% | $6,795-98.2% | $5,306-97.7% |