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 | $25,521 | $90,503-71.8% | $78,689-67.6% | $273,961-90.7% |
| Participation rate | 72.7% | 76.5%-3.8pp | 73.6%-0.8pp | 83.0%-10.3pp |
| Annual return | 5.11% | 75.60%-70.5pp | 62.18%-57.1pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,353 | $3,176-57.4% | $2,851-52.5% | $4,869-72.2% |
| Participant deferral / active EE | $4,116 | $3,901+5.5% | $3,517+17.0% | $5,287-22.2% |
| Admin fee / account holder | $170 | $5,263-96.8% | $4,510-96.2% | $10,132-98.3% |