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 | $33,797 | $124,319-72.8% | $111,297-69.6% | $167,490-79.8% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 12.64% | 37.44%-24.8pp | 54.65%-42.0pp | 478.56%-465.9pp |
| Employer contribution / active EE | $1,212 | $3,435-64.7% | $2,731-55.6% | $4,837-75.0% |
| Participant deferral / active EE | $4,923 | $5,180-5.0% | $4,487+9.7% | $6,341-22.4% |
| Admin fee / account holder | $85 | $10,618-99.2% | $7,964-98.9% | $12,309-99.3% |