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 | $37,683 | $101,069-62.7% | $81,478-53.8% | $147,584-74.5% |
| Participation rate | 91.3% | 74.5%+16.9pp | 68.0%+23.3pp | 82.8%+8.5pp |
| Annual return | 15.47% | 32.40%-16.9pp | 38.78%-23.3pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,737 | $3,205-45.8% | $2,568-32.3% | $4,876-64.4% |
| Participant deferral / active EE | $3,713 | $4,242-12.5% | $3,537+5.0% | $5,439-31.7% |
| Admin fee / account holder | $90 | $5,812-98.4% | $4,561-98.0% | $10,885-99.2% |