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 | $35,995 | $91,190-60.5% | $178,490-79.8% | $79,858-54.9% |
| Participation rate | 86.5% | 69.2%+17.3pp | 81.9%+4.6pp | 69.6%+16.9pp |
| Annual return | 17.90% | 24.19%-6.3pp | 151.07%-133.2pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,773 | $3,256-14.8% | $5,011-44.7% | $2,471+12.2% |
| Participant deferral / active EE | $3,694 | $3,236+14.2% | $5,202-29.0% | $3,740-1.2% |
| Admin fee / account holder | $171 | $6,751-97.5% | $13,984-98.8% | $5,306-96.8% |