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 7-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 | $47,586 | $95,803-50.3% | $113,168-58.0% | $84,808-43.9% |
| Participation rate | 95.2% | 72.9%+22.3pp | 76.6%+18.6pp | 68.3%+26.9pp |
| Annual return | 23.49% | 25.00%-1.5pp | 24.27%-0.8pp | 40.90%-17.4pp |
| Employer contribution / active EE | $2,265 | $2,360-4.0% | $2,975-23.9% | $2,631-13.9% |
| Participant deferral / active EE | $2,250 | $4,242-47.0% | $5,107-55.9% | $4,212-46.6% |
| Admin fee / account holder | $155 | $8,989-98.3% | $12,068-98.7% | $7,344-97.9% |