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 | $33,159 | $65,685-49.5% | $57,179-42.0% | $273,961-87.9% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.3%-0.3pp | 83.0%-8.0pp |
| Annual return | 12.81% | 21.99%-9.2pp | 14.59%-1.8pp | 41.45%-28.6pp |
| Employer contribution / active EE | $1,888 | $3,279-42.4% | $2,682-29.6% | $4,869-61.2% |
| Participant deferral / active EE | $4,477 | $3,782+18.4% | $3,096+44.6% | $5,287-15.3% |
| Admin fee / account holder | $122 | $4,835-97.5% | $3,139-96.1% | $10,132-98.8% |