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 | $27,134 | $81,248-66.6% | $155,509-82.6% | $80,856-66.4% |
| Participation rate | 93.5% | 66.2%+27.2pp | 78.2%+15.3pp | 67.6%+25.8pp |
| Annual return | 15.29% | 33.31%-18.0pp | 64.67%-49.4pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,242 | $3,100-60.0% | $4,672-73.4% | $2,755-54.9% |
| Participant deferral / active EE | $3,580 | $3,452+3.7% | $5,626-36.4% | $4,296-16.7% |
| Admin fee / account holder | $83 | $7,997-99.0% | $15,912-99.5% | $6,918-98.8% |