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 | $28,337 | $127,065-77.7% | $113,168-75.0% | $142,382-80.1% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 14.22% | 24.03%-9.8pp | 24.27%-10.0pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,214 | $3,442-35.7% | $2,975-25.6% | $4,299-48.5% |
| Participant deferral / active EE | $3,027 | $5,716-47.0% | $5,107-40.7% | $6,507-53.5% |
| Admin fee / account holder | $114 | $15,736-99.3% | $12,068-99.1% | $12,624-99.1% |