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 | $42,178 | $104,251-59.5% | $91,001-53.7% | $147,584-71.4% |
| Participation rate | 92.9% | 78.2%+14.6pp | 75.6%+17.3pp | 82.8%+10.0pp |
| Annual return | 11.23% | 27.06%-15.8pp | 4.60%+6.6pp | 578.55%-567.3pp |
| Employer contribution / active EE | $2,003 | $3,116-35.7% | $2,456-18.4% | $4,876-58.9% |
| Participant deferral / active EE | $3,430 | $4,195-18.2% | $3,547-3.3% | $5,439-36.9% |
| Admin fee / account holder | $27 | $8,948-99.7% | $5,417-99.5% | $10,885-99.8% |