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 | $49,798 | $135,952-63.4% | $123,892-59.8% | $273,961-81.8% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 6.82% | 56.63%-49.8pp | 47.52%-40.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,654 | $5,170-68.0% | $4,617-64.2% | $4,869-66.0% |
| Participant deferral / active EE | $4,710 | $6,343-25.7% | $5,984-21.3% | $5,287-10.9% |
| Admin fee / account holder | $4 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |