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 | $31,891 | $57,065-44.1% | $75,670-57.9% | $70,131-54.5% |
| Participation rate | 92.6% | 68.1%+24.5pp | 72.3%+20.2pp | 69.5%+23.1pp |
| Annual return | 17.17% | 23.57%-6.4pp | 27.34%-10.2pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,343 | $1,817-26.1% | $2,352-42.9% | $2,342-42.7% |
| Participant deferral / active EE | $2,363 | $2,580-8.4% | $3,142-24.8% | $3,332-29.1% |
| Admin fee / account holder | $103 | $3,825-97.3% | $5,800-98.2% | $4,645-97.8% |