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 | $31,706 | $61,660-48.6% | $80,019-60.4% | $64,186-50.6% |
| Participation rate | 88.3% | 71.7%+16.6pp | 75.8%+12.5pp | 69.6%+18.8pp |
| Annual return | 7.14% | -0.33%+7.5pp | 11.22%-4.1pp | 7.63%-0.5pp |
| Employer contribution / active EE | $2,025 | $1,810+11.9% | $2,468-17.9% | $2,381-14.9% |
| Participant deferral / active EE | $4,904 | $2,968+65.3% | $3,686+33.1% | $3,470+41.3% |
| Admin fee / account holder | $274 | $5,417-94.9% | $6,521-95.8% | $4,888-94.4% |