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 | $33,708 | $113,339-70.3% | $94,993-64.5% | $147,584-77.2% |
| Participation rate | 85.7% | 78.0%+7.7pp | 73.9%+11.8pp | 82.8%+2.9pp |
| Annual return | 22.32% | 20.77%+1.6pp | 27.12%-4.8pp | 578.55%-556.2pp |
| Employer contribution / active EE | $2,860 | $3,160-9.5% | $2,603+9.8% | $4,876-41.4% |
| Participant deferral / active EE | $5,405 | $3,777+43.1% | $3,317+62.9% | $5,439-0.6% |
| Admin fee / account holder | $130 | $6,063-97.9% | $4,960-97.4% | $10,885-98.8% |