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 | $31,907 | $110,257-71.1% | $96,544-67.0% | $139,434-77.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 16.30% | 26.32%-10.0pp | 25.84%-9.5pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,275 | $3,620-64.8% | $2,965-57.0% | $4,751-73.2% |
| Participant deferral / active EE | $3,065 | $5,548-44.8% | $4,851-36.8% | $6,710-54.3% |
| Admin fee / account holder | $176 | $11,591-98.5% | $8,252-97.9% | $11,403-98.5% |