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 | $32,210 | $99,652-67.7% | $78,778-59.1% | $147,584-78.2% |
| Participation rate | 76.9% | 76.2%+0.7pp | 69.2%+7.7pp | 82.8%-5.9pp |
| Annual return | 18.51% | 47.28%-28.8pp | 35.62%-17.1pp | 578.55%-560.0pp |
| Employer contribution / active EE | $696 | $2,796-75.1% | $1,986-64.9% | $4,876-85.7% |
| Participant deferral / active EE | $3,054 | $3,664-16.6% | $2,958+3.2% | $5,439-43.8% |
| Admin fee / account holder | $170 | $7,155-97.6% | $5,134-96.7% | $10,885-98.4% |