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 | $40,554 | $67,606-40.0% | $82,313-50.7% | $70,131-42.2% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 13.74% | 21.57%-7.8pp | 25.88%-12.1pp | 73.14%-59.4pp |
| Employer contribution / active EE | $856 | $1,755-51.2% | $2,428-64.8% | $2,342-63.5% |
| Participant deferral / active EE | $2,170 | $2,987-27.3% | $3,706-41.4% | $3,332-34.9% |
| Admin fee / account holder | $48 | $4,512-98.9% | $5,608-99.2% | $4,645-99.0% |