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 | $35,478 | $83,337-57.4% | $67,834-47.7% | $273,961-87.1% |
| Participation rate | 80.0% | 76.4%+3.6pp | 68.8%+11.2pp | 83.0%-3.0pp |
| Annual return | 9.14% | 259.45%-250.3pp | 138.47%-129.3pp | 41.45%-32.3pp |
| Employer contribution / active EE | $900 | $3,287-72.6% | $2,403-62.6% | $4,869-81.5% |
| Participant deferral / active EE | $4,682 | $4,088+14.5% | $3,160+48.2% | $5,287-11.5% |
| Admin fee / account holder | $220 | $6,752-96.7% | $4,622-95.2% | $10,132-97.8% |