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 | $31,601 | $93,071-66.0% | $74,583-57.6% | $273,961-88.5% |
| Participation rate | 85.7% | 74.9%+10.8pp | 68.1%+17.6pp | 83.0%+2.7pp |
| Annual return | 2.15% | 26.18%-24.0pp | 20.47%-18.3pp | 41.45%-39.3pp |
| Employer contribution / active EE | $2,057 | $3,160-34.9% | $2,525-18.5% | $4,869-57.8% |
| Participant deferral / active EE | $2,194 | $4,160-47.3% | $3,458-36.6% | $5,287-58.5% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |