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 | $32,495 | $98,240-66.9% | $82,313-60.5% | $147,584-78.0% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.5pp | 82.8%-11.4pp |
| Annual return | 18.44% | 30.85%-12.4pp | 25.88%-7.4pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,451 | $3,192-54.5% | $2,428-40.3% | $4,876-70.2% |
| Participant deferral / active EE | $4,774 | $4,383+8.9% | $3,706+28.8% | $5,439-12.2% |
| Admin fee / account holder | $80 | $8,563-99.1% | $5,608-98.6% | $10,885-99.3% |