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 | $25,315 | $65,365-61.3% | $92,893-72.7% | $72,985-65.3% |
| Participation rate | 76.5% | 68.3%+8.2pp | 76.0%+0.5pp | 69.5%+7.0pp |
| Annual return | 22.84% | 42.10%-19.3pp | 109.41%-86.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,901 | $2,594-26.7% | $3,653-48.0% | $2,440-22.1% |
| Participant deferral / active EE | $3,780 | $3,128+20.8% | $4,236-10.8% | $3,607+4.8% |
| Admin fee / account holder | $109 | $4,251-97.4% | $5,794-98.1% | $5,124-97.9% |