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 | $31,961 | $90,503-64.7% | $78,689-59.4% | $273,961-88.3% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 7.42% | 75.60%-68.2pp | 62.18%-54.8pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,413 | $3,176-24.0% | $2,851-15.4% | $4,869-50.4% |
| Participant deferral / active EE | $4,611 | $3,901+18.2% | $3,517+31.1% | $5,287-12.8% |
| Admin fee / account holder | $125 | $5,263-97.6% | $4,510-97.2% | $10,132-98.8% |