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 | $29,365 | $109,881-73.3% | $150,045-80.4% | $84,808-65.4% |
| Participation rate | 91.4% | 76.1%+15.3pp | 82.3%+9.1pp | 68.3%+23.1pp |
| Annual return | 22.32% | 28.25%-5.9pp | 62.55%-40.2pp | 40.90%-18.6pp |
| Employer contribution / active EE | $2,551 | $3,561-28.4% | $4,693-45.6% | $2,631-3.0% |
| Participant deferral / active EE | $5,454 | $6,636-17.8% | $7,997-31.8% | $4,212+29.5% |
| Admin fee / account holder | $172 | $8,568-98.0% | $13,435-98.7% | $7,344-97.7% |