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 | $31,093 | $108,919-71.5% | $100,391-69.0% | $145,922-78.7% |
| Participation rate | 81.0% | 82.9%-2.0pp | 81.5%-0.5pp | 80.3%+0.7pp |
| Annual return | 11.59% | 57.88%-46.3pp | 49.20%-37.6pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,123 | $4,419-52.0% | $3,942-46.2% | $4,660-54.4% |
| Participant deferral / active EE | $2,955 | $8,445-65.0% | $8,082-63.4% | $6,688-55.8% |
| Admin fee / account holder | $125 | $9,689-98.7% | $7,899-98.4% | $13,397-99.1% |