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 | $48,041 | $79,557-39.6% | $118,746-59.5% | $70,131-31.5% |
| Participation rate | 76.9% | 71.4%+5.6pp | 78.3%-1.4pp | 69.5%+7.4pp |
| Annual return | 16.23% | 25.64%-9.4pp | 24.54%-8.3pp | 73.14%-56.9pp |
| Employer contribution / active EE | $2,001 | $2,861-30.1% | $4,193-52.3% | $2,342-14.6% |
| Participant deferral / active EE | $4,466 | $4,089+9.2% | $5,332-16.2% | $3,332+34.0% |
| Admin fee / account holder | $3 | $5,374-99.9% | $10,720-100.0% | $4,645-99.9% |