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 | $44,810 | $65,685-31.8% | $57,179-21.6% | $273,961-83.6% |
| Participation rate | 93.3% | 78.3%+15.0pp | 75.3%+18.0pp | 83.0%+10.3pp |
| Annual return | 10.32% | 21.99%-11.7pp | 14.59%-4.3pp | 41.45%-31.1pp |
| Employer contribution / active EE | $4,644 | $3,279+41.7% | $2,682+73.1% | $4,869-4.6% |
| Participant deferral / active EE | $5,153 | $3,782+36.3% | $3,096+66.4% | $5,287-2.5% |
| Admin fee / account holder | $31 | $4,835-99.4% | $3,139-99.0% | $10,132-99.7% |