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 | $27,646 | $56,897-51.4% | $84,750-67.4% | $62,891-56.0% |
| Participation rate | 82.8% | 68.5%+14.2pp | 76.6%+6.2pp | 69.3%+13.5pp |
| Annual return | 7.73% | 6.30%+1.4pp | 22.78%-15.1pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,818 | $2,400-24.2% | $3,574-49.1% | $2,281-20.3% |
| Participant deferral / active EE | $2,114 | $2,709-22.0% | $3,712-43.0% | $3,203-34.0% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,332-100.0% | $4,296-100.0% |