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 | $47,655 | $93,071-48.8% | $74,583-36.1% | $273,961-82.6% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 5.14% | 26.18%-21.0pp | 20.47%-15.3pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,558 | $3,160-50.7% | $2,525-38.3% | $4,869-68.0% |
| Participant deferral / active EE | $3,115 | $4,160-25.1% | $3,458-9.9% | $5,287-41.1% |
| Admin fee / account holder | $6 | $5,272-99.9% | $4,138-99.9% | $10,132-99.9% |