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 | $60,453 | $99,341-39.1% | $84,750-28.7% | $273,961-77.9% |
| Participation rate | 78.6% | 80.7%-2.1pp | 76.6%+2.0pp | 83.0%-4.4pp |
| Annual return | 6.70% | 22.93%-16.2pp | 22.78%-16.1pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,753 | $4,214-58.4% | $3,574-51.0% | $4,869-64.0% |
| Participant deferral / active EE | $2,481 | $4,269-41.9% | $3,712-33.1% | $5,287-53.1% |
| Admin fee / account holder | $89 | $6,644-98.7% | $5,332-98.3% | $10,132-99.1% |