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 | $34,149 | $149,679-77.2% | $117,039-70.8% | $147,584-76.9% |
| Participation rate | 83.3% | 83.5%-0.2pp | 77.2%+6.1pp | 82.8%+0.5pp |
| Annual return | 19.55% | 19.31%+0.2pp | 18.95%+0.6pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,148 | $4,937-76.7% | $3,785-69.7% | $4,876-76.5% |
| Participant deferral / active EE | $2,554 | $4,912-48.0% | $3,929-35.0% | $5,439-53.0% |
| Admin fee / account holder | $152 | $7,856-98.1% | $5,974-97.4% | $10,885-98.6% |