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 | $41,442 | $80,968-48.8% | $96,544-57.1% | $75,163-44.9% |
| Participation rate | 97.2% | 71.8%+25.5pp | 76.0%+21.3pp | 67.2%+30.0pp |
| Annual return | 17.42% | 27.06%-9.6pp | 25.84%-8.4pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,955 | $2,282-14.3% | $2,965-34.1% | $2,670-26.8% |
| Participant deferral / active EE | $2,248 | $3,928-42.8% | $4,851-53.7% | $4,125-45.5% |
| Admin fee / account holder | $60 | $6,724-99.1% | $8,252-99.3% | $5,651-98.9% |