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 | $34,251 | $65,041-47.3% | $90,951-62.3% | $79,858-57.1% |
| Participation rate | 82.5% | 61.6%+20.9pp | 69.0%+13.5pp | 69.6%+12.9pp |
| Annual return | 19.44% | 30.45%-11.0pp | 134.60%-115.2pp | 31.71%-12.3pp |
| Employer contribution / active EE | $1,484 | $1,247+19.0% | $2,122-30.0% | $2,471-39.9% |
| Participant deferral / active EE | $3,503 | $2,512+39.4% | $3,373+3.9% | $3,740-6.3% |
| Admin fee / account holder | $172 | $4,536-96.2% | $5,959-97.1% | $5,306-96.8% |