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 | $32,708 | $43,327-24.5% | $59,878-45.4% | $64,186-49.0% |
| Participation rate | 85.7% | 69.2%+16.5pp | 74.7%+11.0pp | 69.6%+16.1pp |
| Annual return | 9.69% | -1.55%+11.2pp | 3.46%+6.2pp | 7.63%+2.1pp |
| Employer contribution / active EE | $1,238 | $2,028-38.9% | $2,722-54.5% | $2,381-48.0% |
| Participant deferral / active EE | $2,374 | $2,546-6.8% | $3,402-30.2% | $3,470-31.6% |
| Admin fee / account holder | $237 | $3,005-92.1% | $3,590-93.4% | $4,888-95.1% |