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 | $52,448 | $77,419-32.3% | $69,455-24.5% | $152,861-65.7% |
| Participation rate | 94.7% | 78.1%+16.6pp | 74.6%+20.1pp | 82.4%+12.3pp |
| Annual return | 23.49% | 39.06%-15.6pp | 28.97%-5.5pp | 345.32%-321.8pp |
| Employer contribution / active EE | $3,077 | $3,315-7.2% | $2,779+10.7% | $4,762-35.4% |
| Participant deferral / active EE | $6,135 | $4,414+39.0% | $3,535+73.5% | $5,850+4.9% |
| Admin fee / account holder | $215 | $6,207-96.5% | $3,839-94.4% | $11,596-98.1% |