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 | $31,007 | $90,503-65.7% | $78,689-60.6% | $273,961-88.7% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 8.66% | 75.60%-66.9pp | 62.18%-53.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,906 | $3,176-40.0% | $2,851-33.1% | $4,869-60.8% |
| Participant deferral / active EE | $2,252 | $3,901-42.3% | $3,517-36.0% | $5,287-57.4% |
| Admin fee / account holder | $182 | $5,263-96.5% | $4,510-96.0% | $10,132-98.2% |