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 | $34,108 | $45,035-24.3% | $62,995-45.9% | $70,131-51.4% |
| Participation rate | 73.5% | 69.5%+4.0pp | 74.8%-1.3pp | 69.5%+4.0pp |
| Annual return | 15.31% | 18.76%-3.4pp | 87.57%-72.3pp | 73.14%-57.8pp |
| Employer contribution / active EE | $511 | $2,051-75.1% | $2,759-81.5% | $2,342-78.2% |
| Participant deferral / active EE | $2,133 | $2,465-13.4% | $3,329-35.9% | $3,332-36.0% |
| Admin fee / account holder | $160 | $2,834-94.3% | $3,600-95.5% | $4,645-96.5% |