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 | $46,829 | $140,588-66.7% | $123,104-62.0% | $125,391-62.7% |
| Participation rate | 90.9% | 88.2%+2.7pp | 86.8%+4.1pp | 83.2%+7.7pp |
| Annual return | 1.80% | 16.80%-15.0pp | 13.22%-11.4pp | 282.22%-280.4pp |
| Employer contribution / active EE | $3,256 | $6,041-46.1% | $5,151-36.8% | $4,866-33.1% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,230-100.0% | $5,352-100.0% |
| Admin fee / account holder | $138 | $11,198-98.8% | $9,015-98.5% | $9,540-98.6% |