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 | $41,314 | $56,484-26.9% | $169,463-75.6% | $64,186-35.6% |
| Participation rate | 70.6% | 64.5%+6.0pp | 77.8%-7.2pp | 69.6%+1.0pp |
| Annual return | 0.19% | -1.55%+1.7pp | 1.83%-1.6pp | 7.63%-7.4pp |
| Employer contribution / active EE | $499 | $1,832-72.8% | $4,159-88.0% | $2,381-79.0% |
| Participant deferral / active EE | $1,978 | $3,448-42.6% | $5,277-62.5% | $3,470-43.0% |
| Admin fee / account holder | $230 | $4,174-94.5% | $9,109-97.5% | $4,888-95.3% |