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 | $43,588 | $117,983-63.1% | $101,794-57.2% | $142,382-69.4% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 19.59% | 36.92%-17.3pp | 30.53%-10.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,482 | $4,714-26.1% | $4,084-14.7% | $6,507-46.5% |
| Admin fee / account holder | $175 | $10,433-98.3% | $8,777-98.0% | $12,624-98.6% |