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 | $42,640 | $103,376-58.8% | $87,100-51.0% | $152,861-72.1% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.9%+13.1pp | 82.4%+7.6pp |
| Annual return | 18.93% | 28.10%-9.2pp | 28.19%-9.3pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,312 | $3,220-59.3% | $2,521-48.0% | $4,762-72.4% |
| Participant deferral / active EE | $3,547 | $4,778-25.8% | $4,049-12.4% | $5,850-39.4% |
| Admin fee / account holder | $220 | $12,205-98.2% | $7,497-97.1% | $11,596-98.1% |