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 | $45,700 | $76,552-40.3% | $123,892-63.1% | $62,891-27.3% |
| Participation rate | 96.4% | 73.0%+23.4pp | 81.4%+15.0pp | 69.3%+27.1pp |
| Annual return | 29.73% | 18.68%+11.1pp | 47.52%-17.8pp | 20.14%+9.6pp |
| Employer contribution / active EE | $4,275 | $2,883+48.3% | $4,617-7.4% | $2,281+87.4% |
| Participant deferral / active EE | $12,081 | $4,840+149.6% | $5,984+101.9% | $3,203+277.2% |
| Admin fee / account holder | $94 | $4,826-98.1% | $8,357-98.9% | $4,296-97.8% |