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 | $32,205 | $91,552-64.8% | $133,956-76.0% | $79,858-59.7% |
| Participation rate | 72.4% | 73.3%-0.9pp | 79.8%-7.4pp | 69.6%+2.8pp |
| Annual return | 19.21% | 61.85%-42.6pp | 45.09%-25.9pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,415 | $2,384-40.6% | $3,919-63.9% | $2,471-42.7% |
| Participant deferral / active EE | $2,476 | $3,733-33.7% | $5,048-50.9% | $3,740-33.8% |
| Admin fee / account holder | $229 | $6,321-96.4% | $8,927-97.4% | $5,306-95.7% |