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 | $30,460 | $99,341-69.3% | $84,750-64.1% | $273,961-88.9% |
| Participation rate | 95.8% | 80.7%+15.1pp | 76.6%+19.2pp | 83.0%+12.8pp |
| Annual return | 6.90% | 22.93%-16.0pp | 22.78%-15.9pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,481 | $4,214-64.9% | $3,574-58.6% | $4,869-69.6% |
| Participant deferral / active EE | $5,123 | $4,269+20.0% | $3,712+38.0% | $5,287-3.1% |
| Admin fee / account holder | $241 | $6,644-96.4% | $5,332-95.5% | $10,132-97.6% |