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 | $27,744 | $135,952-79.6% | $123,892-77.6% | $273,961-89.9% |
| Participation rate | 86.7% | 84.1%+2.6pp | 81.4%+5.3pp | 83.0%+3.7pp |
| Annual return | 13.67% | 56.63%-43.0pp | 47.52%-33.8pp | 41.45%-27.8pp |
| Employer contribution / active EE | $2,297 | $5,170-55.6% | $4,617-50.3% | $4,869-52.8% |
| Participant deferral / active EE | $7,452 | $6,343+17.5% | $5,984+24.5% | $5,287+40.9% |
| Admin fee / account holder | $231 | $9,817-97.7% | $8,357-97.2% | $10,132-97.7% |