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 | $47,316 | $209,411-77.4% | $178,490-73.5% | $158,922-70.2% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 10.51% | 188.75%-178.2pp | 151.07%-140.6pp | 302.83%-292.3pp |
| Employer contribution / active EE | $1,287 | $5,706-77.4% | $5,011-74.3% | $4,761-73.0% |
| Participant deferral / active EE | $4,008 | $5,954-32.7% | $5,202-23.0% | $5,982-33.0% |
| Admin fee / account holder | $181 | $17,074-98.9% | $13,984-98.7% | $11,246-98.4% |