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 | $43,130 | $55,706-22.6% | $75,886-43.2% | $72,985-40.9% |
| Participation rate | 73.3% | 61.1%+12.2pp | 69.3%+4.1pp | 69.5%+3.8pp |
| Annual return | 20.06% | 27.59%-7.5pp | 30.76%-10.7pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,327 | $1,687-21.3% | $2,500-46.9% | $2,440-45.6% |
| Participant deferral / active EE | $2,177 | $2,634-17.3% | $3,603-39.6% | $3,607-39.6% |
| Admin fee / account holder | $263 | $3,978-93.4% | $5,418-95.2% | $5,124-94.9% |