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 8-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 | $38,443 | $211,958-81.9% | $169,463-77.3% | $135,375-71.6% |
| Participation rate | 91.7% | 82.6%+9.0pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | 16.63% | 3.26%+13.4pp | 1.83%+14.8pp | 519.73%-503.1pp |
| Employer contribution / active EE | $1,929 | $5,120-62.3% | $4,159-53.6% | $4,779-59.6% |
| Participant deferral / active EE | $3,748 | $6,075-38.3% | $5,277-29.0% | $5,609-33.2% |
| Admin fee / account holder | $225 | $11,471-98.0% | $9,109-97.5% | $10,827-97.9% |