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 | $39,840 | $83,477-52.3% | $125,175-68.2% | $72,985-45.4% |
| Participation rate | 84.1% | 73.3%+10.8pp | 79.8%+4.3pp | 69.5%+14.6pp |
| Annual return | 20.83% | 25.78%-4.9pp | 43.79%-23.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,658 | $2,345-29.3% | $3,865-57.1% | $2,440-32.1% |
| Participant deferral / active EE | $6,416 | $3,585+79.0% | $4,937+30.0% | $3,607+77.9% |
| Admin fee / account holder | $268 | $5,517-95.1% | $9,702-97.2% | $5,124-94.8% |