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 | $37,762 | $77,419-51.2% | $69,455-45.6% | $152,861-75.3% |
| Participation rate | 76.5% | 78.1%-1.6pp | 74.6%+1.9pp | 82.4%-6.0pp |
| Annual return | 23.46% | 39.06%-15.6pp | 28.97%-5.5pp | 345.32%-321.9pp |
| Employer contribution / active EE | $688 | $3,315-79.3% | $2,779-75.3% | $4,762-85.6% |
| Participant deferral / active EE | $5,734 | $4,414+29.9% | $3,535+62.2% | $5,850-2.0% |
| Admin fee / account holder | $66 | $6,207-98.9% | $3,839-98.3% | $11,596-99.4% |