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 | $32,258 | $86,929-62.9% | $102,423-68.5% | $80,856-60.1% |
| Participation rate | 71.0% | 72.4%-1.4pp | 76.5%-5.5pp | 67.6%+3.3pp |
| Annual return | 13.59% | 18.88%-5.3pp | 29.32%-15.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,785 | $2,369-24.7% | $3,023-41.0% | $2,755-35.2% |
| Participant deferral / active EE | $2,036 | $4,118-50.6% | $5,053-59.7% | $4,296-52.6% |
| Admin fee / account holder | $114 | $8,049-98.6% | $9,451-98.8% | $6,918-98.4% |