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 | $34,471 | $65,041-47.0% | $90,951-62.1% | $79,858-56.8% |
| Participation rate | 76.9% | 61.6%+15.3pp | 69.0%+7.9pp | 69.6%+7.3pp |
| Annual return | 18.66% | 30.45%-11.8pp | 134.60%-115.9pp | 31.71%-13.1pp |
| Employer contribution / active EE | $390 | $1,247-68.7% | $2,122-81.6% | $2,471-84.2% |
| Participant deferral / active EE | $3,145 | $2,512+25.2% | $3,373-6.8% | $3,740-15.9% |
| Admin fee / account holder | $244 | $4,536-94.6% | $5,959-95.9% | $5,306-95.4% |