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 | $52,308 | $99,341-47.3% | $84,750-38.3% | $273,961-80.9% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 5.42% | 22.93%-17.5pp | 22.78%-17.4pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,117 | $4,214-73.5% | $3,574-68.8% | $4,869-77.1% |
| Participant deferral / active EE | $2,265 | $4,269-46.9% | $3,712-39.0% | $5,287-57.2% |
| Admin fee / account holder | $39 | $6,644-99.4% | $5,332-99.3% | $10,132-99.6% |