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 | $33,662 | $138,065-75.6% | $123,544-72.8% | $135,375-75.1% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | 7.07% | 153.68%-146.6pp | 119.20%-112.1pp | 519.73%-512.7pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,245 | $6,799-8.1% | $6,426-2.8% | $5,609+11.3% |
| Admin fee / account holder | $188 | $10,916-98.3% | $9,284-98.0% | $10,827-98.3% |