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 | $24,513 | $65,395-62.5% | $182,532-86.6% | $72,985-66.4% |
| Participation rate | 90.7% | 65.4%+25.3pp | 78.0%+12.7pp | 69.5%+21.2pp |
| Annual return | 21.30% | 27.68%-6.4pp | 148.54%-127.2pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,285 | $1,911-32.8% | $4,076-68.5% | $2,440-47.3% |
| Participant deferral / active EE | $2,473 | $3,563-30.6% | $5,524-55.2% | $3,607-31.4% |
| Admin fee / account holder | $158 | $4,245-96.3% | $8,592-98.2% | $5,124-96.9% |