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 | $50,730 | $67,606-25.0% | $82,313-38.4% | $70,131-27.7% |
| Participation rate | 76.0% | 72.8%+3.2pp | 76.9%-0.9pp | 69.5%+6.5pp |
| Annual return | 14.32% | 21.57%-7.3pp | 25.88%-11.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $814 | $1,755-53.6% | $2,428-66.5% | $2,342-65.2% |
| Participant deferral / active EE | $1,428 | $2,987-52.2% | $3,706-61.5% | $3,332-57.1% |
| Admin fee / account holder | $90 | $4,512-98.0% | $5,608-98.4% | $4,645-98.1% |