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 | $48,412 | $99,341-51.3% | $84,750-42.9% | $273,961-82.3% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 10.64% | 22.93%-12.3pp | 22.78%-12.1pp | 41.45%-30.8pp |
| Employer contribution / active EE | $2,066 | $4,214-51.0% | $3,574-42.2% | $4,869-57.6% |
| Participant deferral / active EE | $7,307 | $4,269+71.1% | $3,712+96.9% | $5,287+38.2% |
| Admin fee / account holder | $38 | $6,644-99.4% | $5,332-99.3% | $10,132-99.6% |