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 | $35,228 | $115,770-69.6% | $101,248-65.2% | $158,922-77.8% |
| Participation rate | 76.2% | 79.4%-3.2pp | 75.8%+0.4pp | 82.0%-5.8pp |
| Annual return | 12.57% | 56.14%-43.6pp | 46.47%-33.9pp | 302.83%-290.3pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,502 | $4,957-69.7% | $4,370-65.6% | $5,982-74.9% |
| Admin fee / account holder | $256 | $7,245-96.5% | $5,945-95.7% | $11,246-97.7% |