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 | $31,036 | $54,762-43.3% | $90,281-65.6% | $72,985-57.5% |
| Participation rate | 71.9% | 65.1%+6.8pp | 73.3%-1.3pp | 69.5%+2.4pp |
| Annual return | 21.40% | 30.63%-9.2pp | 78.10%-56.7pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,550 | $2,092-25.9% | $2,854-45.7% | $2,440-36.5% |
| Participant deferral / active EE | $3,083 | $2,887+6.8% | $3,885-20.7% | $3,607-14.5% |
| Admin fee / account holder | $75 | $3,972-98.1% | $5,351-98.6% | $5,124-98.5% |