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 | $30,227 | $115,770-73.9% | $101,248-70.1% | $158,922-81.0% |
| Participation rate | 76.2% | 79.4%-3.2pp | 75.8%+0.4pp | 82.0%-5.8pp |
| Annual return | 17.60% | 56.14%-38.5pp | 46.47%-28.9pp | 302.83%-285.2pp |
| Employer contribution / active EE | $1,828 | $4,175-56.2% | $3,660-50.1% | $4,761-61.6% |
| Participant deferral / active EE | $2,567 | $4,957-48.2% | $4,370-41.3% | $5,982-57.1% |
| Admin fee / account holder | $56 | $7,245-99.2% | $5,945-99.1% | $11,246-99.5% |