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 4-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 | $31,126 | $111,754-72.1% | $103,333-69.9% | $145,922-78.7% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 15.45% | 24.77%-9.3pp | 24.88%-9.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,968 | $4,212-53.3% | $3,868-49.1% | $4,660-57.8% |
| Participant deferral / active EE | $4,557 | $5,619-18.9% | $5,057-9.9% | $6,688-31.9% |
| Admin fee / account holder | $128 | $9,750-98.7% | $8,355-98.5% | $13,397-99.0% |