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 | $46,381 | $65,703-29.4% | $94,224-50.8% | $59,632-22.2% |
| Participation rate | 89.2% | 72.1%+17.1pp | 78.8%+10.4pp | 68.7%+20.5pp |
| Annual return | 1.97% | 5.22%-3.2pp | 10.68%-8.7pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $1,272 | $2,021-37.0% | $3,587-64.5% | $2,203-42.3% |
| Participant deferral / active EE | $1,566 | $3,143-50.2% | $4,320-63.8% | $3,192-50.9% |
| Admin fee / account holder | $244 | $4,264-94.3% | $6,269-96.1% | $4,297-94.3% |