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 | $38,141 | $106,515-64.2% | $96,683-60.6% | $139,434-72.6% |
| Participation rate | 78.6% | 77.8%+0.7pp | 74.3%+4.2pp | 80.3%-1.7pp |
| Annual return | 12.73% | 38.43%-25.7pp | 35.69%-23.0pp | 372.94%-360.2pp |
| Employer contribution / active EE | $1,491 | $4,103-63.7% | $3,737-60.1% | $4,751-68.6% |
| Participant deferral / active EE | $1,525 | $5,454-72.0% | $4,878-68.7% | $6,710-77.3% |
| Admin fee / account holder | $28 | $7,877-99.6% | $6,730-99.6% | $11,403-99.8% |