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 | $34,326 | $179,726-80.9% | $156,263-78.0% | $142,382-75.9% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 16.70% | 77.86%-61.2pp | 59.47%-42.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,553 | $5,069-49.6% | $4,333-41.1% | $4,299-40.6% |
| Participant deferral / active EE | $3,932 | $6,956-43.5% | $6,158-36.1% | $6,507-39.6% |
| Admin fee / account holder | $159 | $17,272-99.1% | $14,255-98.9% | $12,624-98.7% |