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 | $38,123 | $87,841-56.6% | $133,980-71.5% | $62,891-39.4% |
| Participation rate | 72.3% | 83.4%-11.0pp | 87.1%-14.7pp | 69.3%+3.0pp |
| Annual return | 9.04% | 12.05%-3.0pp | 29.30%-20.3pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,500 | $3,483-56.9% | $5,211-71.2% | $2,281-34.2% |
| Participant deferral / active EE | $3,212 | $4,812-33.3% | $6,282-48.9% | $3,203+0.3% |
| Admin fee / account holder | $23 | $5,371-99.6% | $9,324-99.8% | $4,296-99.5% |