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 | $17,642 | $90,503-80.5% | $78,689-77.6% | $273,961-93.6% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 6.63% | 75.60%-69.0pp | 62.18%-55.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $536 | $3,176-83.1% | $2,851-81.2% | $4,869-89.0% |
| Participant deferral / active EE | $1,344 | $3,901-65.6% | $3,517-61.8% | $5,287-74.6% |
| Admin fee / account holder | $68 | $5,263-98.7% | $4,510-98.5% | $10,132-99.3% |