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 | $26,990 | $105,630-74.4% | $87,507-69.2% | $273,961-90.1% |
| Participation rate | 84.6% | 78.2%+6.4pp | 73.8%+10.8pp | 83.0%+1.6pp |
| Annual return | 36.17% | 12.25%+23.9pp | 12.21%+24.0pp | 41.45%-5.3pp |
| Employer contribution / active EE | $1,297 | $3,141-58.7% | $2,550-49.1% | $4,869-73.4% |
| Participant deferral / active EE | $3,399 | $3,601-5.6% | $3,149+7.9% | $5,287-35.7% |
| Admin fee / account holder | $79 | $4,781-98.4% | $4,221-98.1% | $10,132-99.2% |