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 | $37,803 | $74,888-49.5% | $71,209-46.9% | $142,382-73.4% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.1%+13.2pp |
| Annual return | 17.27% | 345.14%-327.9pp | 282.51%-265.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $852 | $2,854-70.1% | $2,721-68.7% | $4,299-80.2% |
| Participant deferral / active EE | $3,741 | $4,454-16.0% | $4,175-10.4% | $6,507-42.5% |
| Admin fee / account holder | $78 | $5,568-98.6% | $5,349-98.5% | $12,624-99.4% |