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 | $35,730 | $165,335-78.4% | $149,696-76.1% | $158,922-77.5% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 12.82% | 348.15%-335.3pp | 276.60%-263.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $3,000 | $5,103-41.2% | $4,644-35.4% | $4,761-37.0% |
| Participant deferral / active EE | $6,199 | $7,181-13.7% | $6,842-9.4% | $5,982+3.6% |
| Admin fee / account holder | $277 | $10,807-97.4% | $9,309-97.0% | $11,246-97.5% |