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 | $47,048 | $71,050-33.8% | $93,606-49.7% | $80,856-41.8% |
| Participation rate | 97.6% | 60.4%+37.2pp | 68.7%+28.9pp | 67.6%+30.0pp |
| Annual return | 12.69% | 11.26%+1.4pp | 133.20%-120.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $3,185 | $1,564+103.7% | $2,420+31.6% | $2,755+15.6% |
| Participant deferral / active EE | $2,154 | $4,034-46.6% | $4,411-51.2% | $4,296-49.9% |
| Admin fee / account holder | $133 | $6,945-98.1% | $8,285-98.4% | $6,918-98.1% |