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 | $37,945 | $99,341-61.8% | $84,750-55.2% | $273,961-86.1% |
| Participation rate | 70.6% | 80.7%-10.1pp | 76.6%-6.0pp | 83.0%-12.4pp |
| Annual return | 6.51% | 22.93%-16.4pp | 22.78%-16.3pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,076 | $4,214-74.5% | $3,574-69.9% | $4,869-77.9% |
| Participant deferral / active EE | $3,799 | $4,269-11.0% | $3,712+2.4% | $5,287-28.1% |
| Admin fee / account holder | $18 | $6,644-99.7% | $5,332-99.7% | $10,132-99.8% |