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 | $47,178 | $165,335-71.5% | $149,696-68.5% | $158,922-70.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 21.22% | 348.15%-326.9pp | 276.60%-255.4pp | 302.83%-281.6pp |
| Employer contribution / active EE | $968 | $5,103-81.0% | $4,644-79.2% | $4,761-79.7% |
| Participant deferral / active EE | $6,977 | $7,181-2.8% | $6,842+2.0% | $5,982+16.6% |
| Admin fee / account holder | $48 | $10,807-99.6% | $9,309-99.5% | $11,246-99.6% |