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 | $35,801 | $81,248-55.9% | $155,509-77.0% | $80,856-55.7% |
| Participation rate | 70.7% | 66.2%+4.5pp | 78.2%-7.5pp | 67.6%+3.1pp |
| Annual return | 13.74% | 33.31%-19.6pp | 64.67%-50.9pp | 35.59%-21.9pp |
| Employer contribution / active EE | $956 | $3,100-69.2% | $4,672-79.5% | $2,755-65.3% |
| Participant deferral / active EE | $2,053 | $3,452-40.5% | $5,626-63.5% | $4,296-52.2% |
| Admin fee / account holder | $12 | $7,997-99.8% | $15,912-99.9% | $6,918-99.8% |