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 | $50,429 | $72,492-30.4% | $87,100-42.1% | $72,985-30.9% |
| Participation rate | 74.5% | 72.8%+1.7pp | 76.9%-2.4pp | 69.5%+5.0pp |
| Annual return | 26.59% | 24.46%+2.1pp | 28.19%-1.6pp | 81.00%-54.4pp |
| Employer contribution / active EE | $485 | $1,894-74.4% | $2,521-80.8% | $2,440-80.1% |
| Participant deferral / active EE | $2,530 | $3,270-22.6% | $4,049-37.5% | $3,607-29.9% |
| Admin fee / account holder | $36 | $5,055-99.3% | $7,497-99.5% | $5,124-99.3% |