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 | $57,257 | $76,552-25.2% | $123,892-53.8% | $62,891-9.0% |
| Participation rate | 84.6% | 73.0%+11.6pp | 81.4%+3.2pp | 69.3%+15.3pp |
| Annual return | 9.88% | 18.68%-8.8pp | 47.52%-37.6pp | 20.14%-10.3pp |
| Employer contribution / active EE | $813 | $2,883-71.8% | $4,617-82.4% | $2,281-64.3% |
| Participant deferral / active EE | $3,589 | $4,840-25.8% | $5,984-40.0% | $3,203+12.0% |
| Admin fee / account holder | $218 | $4,826-95.5% | $8,357-97.4% | $4,296-94.9% |