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 | $48,266 | $104,974-54.0% | $95,585-49.5% | $142,382-66.1% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 11.81% | 210.33%-198.5pp | 38.56%-26.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,181 | $2,779-57.5% | $2,527-53.2% | $4,299-72.5% |
| Participant deferral / active EE | $2,244 | $4,352-48.4% | $4,023-44.2% | $6,507-65.5% |
| Admin fee / account holder | $71 | $6,386-98.9% | $6,127-98.8% | $12,624-99.4% |