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 | $47,845 | $80,673-40.7% | $101,326-52.8% | $84,808-43.6% |
| Participation rate | 93.8% | 77.8%+16.0pp | 81.5%+12.3pp | 68.3%+25.4pp |
| Annual return | 19.91% | 38.95%-19.0pp | 36.82%-16.9pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,719 | $2,698-36.3% | $3,665-53.1% | $2,631-34.7% |
| Participant deferral / active EE | $3,583 | $6,840-47.6% | $7,994-55.2% | $4,212-14.9% |
| Admin fee / account holder | $239 | $12,784-98.1% | $11,185-97.9% | $7,344-96.7% |