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 | $46,143 | $60,349-23.5% | $74,183-37.8% | $62,891-26.6% |
| Participation rate | 92.3% | 72.7%+19.6pp | 76.6%+15.7pp | 69.3%+23.0pp |
| Annual return | 6.38% | 21.37%-15.0pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,948 | $1,680+15.9% | $2,370-17.8% | $2,281-14.6% |
| Participant deferral / active EE | $3,658 | $2,856+28.1% | $3,550+3.1% | $3,203+14.2% |
| Admin fee / account holder | $11 | $4,261-99.7% | $5,586-99.8% | $4,296-99.7% |