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 | $30,292 | $90,503-66.5% | $78,689-61.5% | $273,961-88.9% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 8.67% | 75.60%-66.9pp | 62.18%-53.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $3,439 | $3,176+8.3% | $2,851+20.6% | $4,869-29.4% |
| Participant deferral / active EE | $6,943 | $3,901+78.0% | $3,517+97.4% | $5,287+31.3% |
| Admin fee / account holder | $28 | $5,263-99.5% | $4,510-99.4% | $10,132-99.7% |