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 | $61,530 | $88,583-30.5% | $88,497-30.5% | $273,961-77.5% |
| Participation rate | 92.9% | 83.5%+9.4pp | 82.4%+10.5pp | 83.0%+9.8pp |
| Annual return | 7.06% | 5.68%+1.4pp | 7.63%-0.6pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,093 | $4,502-75.7% | $4,036-72.9% | $4,869-77.6% |
| Participant deferral / active EE | $2,242 | $4,891-54.2% | $4,899-54.2% | $5,287-57.6% |
| Admin fee / account holder | $102 | $8,980-98.9% | $6,220-98.4% | $10,132-99.0% |