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 | $44,669 | $104,664-57.3% | $85,682-47.9% | $167,490-73.3% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.9%+15.9pp | 82.1%+3.6pp |
| Annual return | 12.50% | 21.45%-9.0pp | 21.49%-9.0pp | 478.56%-466.1pp |
| Employer contribution / active EE | $762 | $3,337-77.2% | $2,618-70.9% | $4,837-84.3% |
| Participant deferral / active EE | $2,571 | $4,824-46.7% | $3,923-34.5% | $6,341-59.5% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |