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 | $81,154 | $105,630-23.2% | $87,507-7.3% | $273,961-70.4% |
| Participation rate | 73.3% | 78.2%-4.9pp | 73.8%-0.5pp | 83.0%-9.7pp |
| Annual return | 8.63% | 12.25%-3.6pp | 12.21%-3.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $2,342 | $3,141-25.4% | $2,550-8.1% | $4,869-51.9% |
| Participant deferral / active EE | $3,934 | $3,601+9.2% | $3,149+24.9% | $5,287-25.6% |
| Admin fee / account holder | -$21 | $4,781-100.4% | $4,221-100.5% | $10,132-100.2% |