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 | $28,418 | $67,606-58.0% | $82,313-65.5% | $70,131-59.5% |
| Participation rate | 76.9% | 72.8%+4.2pp | 76.9%0pp | 69.5%+7.4pp |
| Annual return | 18.84% | 21.57%-2.7pp | 25.88%-7.0pp | 73.14%-54.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,982 | $2,987-0.2% | $3,706-19.6% | $3,332-10.5% |
| Admin fee / account holder | $115 | $4,512-97.4% | $5,608-97.9% | $4,645-97.5% |