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 | $32,326 | $81,208-60.2% | $98,907-67.3% | $79,858-59.5% |
| Participation rate | 77.1% | 72.5%+4.6pp | 76.0%+1.1pp | 69.6%+7.5pp |
| Annual return | 10.51% | 60.99%-50.5pp | 196.43%-185.9pp | 31.71%-21.2pp |
| Employer contribution / active EE | $1,272 | $1,960-35.1% | $2,689-52.7% | $2,471-48.5% |
| Participant deferral / active EE | $2,065 | $3,265-36.8% | $4,244-51.3% | $3,740-44.8% |
| Admin fee / account holder | $293 | $6,013-95.1% | $6,642-95.6% | $5,306-94.5% |