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 | $31,551 | $53,777-41.3% | $134,143-76.5% | $79,858-60.5% |
| Participation rate | 81.8% | 58.8%+23.0pp | 72.2%+9.6pp | 69.6%+12.2pp |
| Annual return | 14.51% | 19.01%-4.5pp | 36.33%-21.8pp | 31.71%-17.2pp |
| Employer contribution / active EE | $2,165 | $1,321+63.8% | $3,704-41.6% | $2,471-12.4% |
| Participant deferral / active EE | $2,319 | $2,420-4.2% | $3,499-33.7% | $3,740-38.0% |
| Admin fee / account holder | $231 | $3,984-94.2% | $6,684-96.5% | $5,306-95.7% |