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 | $24,311 | $64,324-62.2% | $118,925-79.6% | $79,858-69.6% |
| Participation rate | 92.9% | 64.9%+28.0pp | 75.4%+17.5pp | 69.6%+23.2pp |
| Annual return | 19.16% | 86.45%-67.3pp | 35.88%-16.7pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,342 | $1,836-26.9% | $3,263-58.9% | $2,471-45.7% |
| Participant deferral / active EE | $1,910 | $2,824-32.4% | $4,265-55.2% | $3,740-48.9% |
| Admin fee / account holder | $187 | $4,040-95.4% | $6,581-97.2% | $5,306-96.5% |