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 6-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 | $35,182 | $83,477-57.9% | $125,175-71.9% | $72,985-51.8% |
| Participation rate | 87.1% | 73.3%+13.8pp | 79.8%+7.3pp | 69.5%+17.6pp |
| Annual return | 20.79% | 25.78%-5.0pp | 43.79%-23.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,090 | $2,345-53.5% | $3,865-71.8% | $2,440-55.3% |
| Participant deferral / active EE | $3,393 | $3,585-5.4% | $4,937-31.3% | $3,607-6.0% |
| Admin fee / account holder | $149 | $5,517-97.3% | $9,702-98.5% | $5,124-97.1% |