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 | $37,632 | $99,652-62.2% | $78,778-52.2% | $147,584-74.5% |
| Participation rate | 85.0% | 76.2%+8.8pp | 69.2%+15.8pp | 82.8%+2.2pp |
| Annual return | 15.00% | 47.28%-32.3pp | 35.62%-20.6pp | 578.55%-563.5pp |
| Employer contribution / active EE | $546 | $2,796-80.5% | $1,986-72.5% | $4,876-88.8% |
| Participant deferral / active EE | $2,548 | $3,664-30.4% | $2,958-13.9% | $5,439-53.1% |
| Admin fee / account holder | $131 | $7,155-98.2% | $5,134-97.4% | $10,885-98.8% |