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 | $33,564 | $99,341-66.2% | $84,750-60.4% | $273,961-87.7% |
| Participation rate | 76.5% | 80.7%-4.2pp | 76.6%-0.1pp | 83.0%-6.5pp |
| Annual return | 6.92% | 22.93%-16.0pp | 22.78%-15.9pp | 41.45%-34.5pp |
| Employer contribution / active EE | $961 | $4,214-77.2% | $3,574-73.1% | $4,869-80.3% |
| Participant deferral / active EE | $1,756 | $4,269-58.9% | $3,712-52.7% | $5,287-66.8% |
| Admin fee / account holder | $159 | $6,644-97.6% | $5,332-97.0% | $10,132-98.4% |