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 | $31,394 | $135,952-76.9% | $123,892-74.7% | $273,961-88.5% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 4.31% | 56.63%-52.3pp | 47.52%-43.2pp | 41.45%-37.1pp |
| Employer contribution / active EE | $2,864 | $5,170-44.6% | $4,617-38.0% | $4,869-41.2% |
| Participant deferral / active EE | $3,323 | $6,343-47.6% | $5,984-44.5% | $5,287-37.2% |
| Admin fee / account holder | $50 | $9,817-99.5% | $8,357-99.4% | $10,132-99.5% |