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 | $46,191 | $53,777-14.1% | $134,143-65.6% | $79,858-42.2% |
| Participation rate | 89.6% | 58.8%+30.8pp | 72.2%+17.4pp | 69.6%+20.0pp |
| Annual return | 24.40% | 19.01%+5.4pp | 36.33%-11.9pp | 31.71%-7.3pp |
| Employer contribution / active EE | $545 | $1,321-58.7% | $3,704-85.3% | $2,471-77.9% |
| Participant deferral / active EE | $3,847 | $2,420+59.0% | $3,499+9.9% | $3,740+2.9% |
| Admin fee / account holder | $121 | $3,984-97.0% | $6,684-98.2% | $5,306-97.7% |