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 | $56,916 | $108,172-47.4% | $77,482-26.5% | $158,922-64.2% |
| Participation rate | 83.3% | 64.4%+18.9pp | 54.2%+29.1pp | 82.0%+1.4pp |
| Annual return | 17.46% | 31.67%-14.2pp | 54.79%-37.3pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,873 | $1,325+41.4% | $986+89.9% | $4,761-60.7% |
| Participant deferral / active EE | $3,374 | $2,456+37.4% | $1,861+81.3% | $5,982-43.6% |
| Admin fee / account holder | $272 | $3,708-92.7% | $2,858-90.5% | $11,246-97.6% |