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 | $45,805 | $107,334-57.3% | $92,893-50.7% | $152,861-70.0% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 22.19% | 145.58%-123.4pp | 109.41%-87.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,910 | $4,221-54.7% | $3,653-47.7% | $4,762-59.9% |
| Participant deferral / active EE | $5,118 | $4,845+5.6% | $4,236+20.8% | $5,850-12.5% |
| Admin fee / account holder | $259 | $7,079-96.3% | $5,794-95.5% | $11,596-97.8% |