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 | $15,511 | $90,503-82.9% | $78,689-80.3% | $273,961-94.3% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 5.76% | 75.60%-69.8pp | 62.18%-56.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,300 | $3,176-59.1% | $2,851-54.4% | $4,869-73.3% |
| Participant deferral / active EE | $1,523 | $3,901-61.0% | $3,517-56.7% | $5,287-71.2% |
| Admin fee / account holder | $22 | $5,263-99.6% | $4,510-99.5% | $10,132-99.8% |