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 | $37,042 | $211,958-82.5% | $169,463-78.1% | $135,375-72.6% |
| Participation rate | 92.9% | 82.6%+10.2pp | 77.8%+15.1pp | 82.6%+10.2pp |
| Annual return | 7.40% | 3.26%+4.1pp | 1.83%+5.6pp | 519.73%-512.3pp |
| Employer contribution / active EE | $1,202 | $5,120-76.5% | $4,159-71.1% | $4,779-74.8% |
| Participant deferral / active EE | $5,151 | $6,075-15.2% | $5,277-2.4% | $5,609-8.2% |
| Admin fee / account holder | $160 | $11,471-98.6% | $9,109-98.2% | $10,827-98.5% |