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 | $41,803 | $76,367-45.3% | $93,606-55.3% | $72,985-42.7% |
| Participation rate | 83.9% | 71.7%+12.1pp | 75.8%+8.0pp | 69.5%+14.4pp |
| Annual return | 20.45% | 25.82%-5.4pp | 32.76%-12.3pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,942 | $2,275-14.7% | $2,718-28.6% | $2,440-20.4% |
| Participant deferral / active EE | $3,381 | $3,538-4.4% | $4,069-16.9% | $3,607-6.3% |
| Admin fee / account holder | $119 | $6,838-98.3% | $7,888-98.5% | $5,124-97.7% |