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 | $35,060 | $50,958-31.2% | $74,550-53.0% | $64,186-45.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 5.24% | -1.86%+7.1pp | 32.53%-27.3pp | 7.63%-2.4pp |
| Employer contribution / active EE | $1,773 | $1,115+59.0% | $1,961-9.6% | $2,381-25.5% |
| Participant deferral / active EE | $4,020 | $2,301+74.7% | $3,108+29.4% | $3,470+15.9% |
| Admin fee / account holder | $32 | $4,223-99.2% | $5,060-99.4% | $4,888-99.3% |