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 | $32,538 | $73,933-56.0% | $96,683-66.3% | $75,163-56.7% |
| Participation rate | 87.0% | 66.4%+20.5pp | 74.3%+12.6pp | 67.2%+19.8pp |
| Annual return | 17.82% | 26.70%-8.9pp | 35.69%-17.9pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,083 | $2,928-28.9% | $3,737-44.3% | $2,670-22.0% |
| Participant deferral / active EE | $4,025 | $3,659+10.0% | $4,878-17.5% | $4,125-2.4% |
| Admin fee / account holder | $225 | $5,216-95.7% | $6,730-96.6% | $5,651-96.0% |