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 | $34,862 | $55,706-37.4% | $75,886-54.1% | $72,985-52.2% |
| Participation rate | 98.8% | 61.1%+37.7pp | 69.3%+29.5pp | 69.5%+29.3pp |
| Annual return | 33.85% | 27.59%+6.3pp | 30.76%+3.1pp | 81.00%-47.2pp |
| Employer contribution / active EE | $6,502 | $1,687+285.5% | $2,500+160.0% | $2,440+166.5% |
| Participant deferral / active EE | $8,041 | $2,634+205.3% | $3,603+123.2% | $3,607+122.9% |
| Admin fee / account holder | $295 | $3,978-92.6% | $5,418-94.5% | $5,124-94.2% |