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 | $54,733 | $90,503-39.5% | $78,689-30.4% | $273,961-80.0% |
| Participation rate | 89.5% | 76.5%+13.0pp | 73.6%+15.9pp | 83.0%+6.5pp |
| Annual return | 5.53% | 75.60%-70.1pp | 62.18%-56.6pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,922 | $3,176-8.0% | $2,851+2.5% | $4,869-40.0% |
| Participant deferral / active EE | $3,667 | $3,901-6.0% | $3,517+4.3% | $5,287-30.6% |
| Admin fee / account holder | $160 | $5,263-97.0% | $4,510-96.5% | $10,132-98.4% |