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 | $39,600 | $78,422-49.5% | $95,952-58.7% | $79,858-50.4% |
| Participation rate | 91.9% | 73.5%+18.4pp | 77.1%+14.8pp | 69.6%+22.3pp |
| Annual return | 18.94% | 19.37%-0.4pp | 91.61%-72.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $1,521 | $1,945-21.8% | $2,541-40.1% | $2,471-38.4% |
| Participant deferral / active EE | $3,385 | $3,440-1.6% | $4,167-18.8% | $3,740-9.5% |
| Admin fee / account holder | $197 | $5,622-96.5% | $6,795-97.1% | $5,306-96.3% |