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 | $46,752 | $153,311-69.5% | $109,313-57.2% | $273,961-82.9% |
| Participation rate | 75.0% | 80.1%-5.1pp | 71.3%+3.7pp | 83.0%-8.0pp |
| Annual return | 4.54% | 29.86%-25.3pp | 22.07%-17.5pp | 41.45%-36.9pp |
| Employer contribution / active EE | $90 | $5,619-98.4% | $3,892-97.7% | $4,869-98.2% |
| Participant deferral / active EE | $1,528 | $3,932-61.1% | $3,166-51.7% | $5,287-71.1% |
| Admin fee / account holder | $31 | $8,076-99.6% | $5,666-99.5% | $10,132-99.7% |