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 | $55,431 | $69,977-20.8% | $108,579-48.9% | $62,891-11.9% |
| Participation rate | 97.2% | 72.9%+24.3pp | 79.6%+17.7pp | 69.3%+27.9pp |
| Annual return | 11.72% | 10.73%+1.0pp | -51.70%+63.4pp | 20.14%-8.4pp |
| Employer contribution / active EE | $1,718 | $2,135-19.5% | $3,758-54.3% | $2,281-24.7% |
| Participant deferral / active EE | $4,792 | $3,165+51.4% | $4,311+11.2% | $3,203+49.6% |
| Admin fee / account holder | $183 | $5,076-96.4% | $7,645-97.6% | $4,296-95.7% |