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 | $45,401 | $61,660-26.4% | $80,019-43.3% | $64,186-29.3% |
| Participation rate | 75.8% | 71.7%+4.1pp | 75.8%0pp | 69.6%+6.2pp |
| Annual return | -5.87% | -0.33%-5.5pp | 11.22%-17.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $985 | $1,810-45.6% | $2,468-60.1% | $2,381-58.6% |
| Participant deferral / active EE | $2,743 | $2,968-7.6% | $3,686-25.6% | $3,470-21.0% |
| Admin fee / account holder | $7 | $5,417-99.9% | $6,521-99.9% | $4,888-99.9% |