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 | $54,356 | $96,956-43.9% | $70,014-22.4% | $273,961-80.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 7.59% | 12.93%-5.3pp | 12.99%-5.4pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,861 | $3,316-43.9% | $2,338-20.4% | $4,869-61.8% |
| Participant deferral / active EE | $3,903 | $3,744+4.2% | $2,931+33.2% | $5,287-26.2% |
| Admin fee / account holder | $293 | $7,934-96.3% | $4,380-93.3% | $10,132-97.1% |