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 | $33,678 | $63,861-47.3% | $104,607-67.8% | $79,858-57.8% |
| Participation rate | 92.0% | 64.9%+27.0pp | 74.1%+17.9pp | 69.6%+22.3pp |
| Annual return | 13.46% | 21.30%-7.8pp | 340.46%-327.0pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,544 | $1,588-2.8% | $2,681-42.4% | $2,471-37.5% |
| Participant deferral / active EE | $2,508 | $2,693-6.9% | $3,740-32.9% | $3,740-33.0% |
| Admin fee / account holder | $251 | $4,185-94.0% | $6,473-96.1% | $5,306-95.3% |