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 | $28,984 | $77,899-62.8% | $149,673-80.6% | $75,163-61.4% |
| Participation rate | 95.2% | 65.6%+29.7pp | 78.8%+16.5pp | 67.2%+28.0pp |
| Annual return | 21.20% | 31.72%-10.5pp | 134.42%-113.2pp | 160.62%-139.4pp |
| Employer contribution / active EE | $4,697 | $3,137+49.7% | $4,818-2.5% | $2,670+75.9% |
| Participant deferral / active EE | $3,233 | $3,411-5.2% | $5,680-43.1% | $4,125-21.6% |
| Admin fee / account holder | $198 | $5,956-96.7% | $13,210-98.5% | $5,651-96.5% |