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 | $30,057 | $76,367-60.6% | $93,606-67.9% | $72,985-58.8% |
| Participation rate | 82.1% | 71.7%+10.3pp | 75.8%+6.3pp | 69.5%+12.6pp |
| Annual return | 21.86% | 25.82%-4.0pp | 32.76%-10.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,812 | $3,538-20.5% | $4,069-30.9% | $3,607-22.0% |
| Admin fee / account holder | $89 | $6,838-98.7% | $7,888-98.9% | $5,124-98.3% |