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 | $32,864 | $215,361-84.7% | $171,082-80.8% | $273,961-88.0% |
| Participation rate | 85.7% | 82.0%+3.7pp | 76.7%+9.0pp | 83.0%+2.7pp |
| Annual return | 6.43% | 25.14%-18.7pp | 32.56%-26.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $496 | $4,967-90.0% | $4,002-87.6% | $4,869-89.8% |
| Participant deferral / active EE | $2,270 | $5,543-59.1% | $4,797-52.7% | $5,287-57.1% |
| Admin fee / account holder | $245 | $10,846-97.7% | $8,520-97.1% | $10,132-97.6% |