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 | $48,593 | $176,056-72.4% | $159,436-69.5% | $167,490-71.0% |
| Participation rate | 94.1% | 84.9%+9.2pp | 82.8%+11.3pp | 82.1%+12.0pp |
| Annual return | 19.47% | 331.75%-312.3pp | 263.57%-244.1pp | 478.56%-459.1pp |
| Employer contribution / active EE | $2,418 | $5,297-54.4% | $4,829-49.9% | $4,837-50.0% |
| Participant deferral / active EE | $5,567 | $7,750-28.2% | $7,352-24.3% | $6,341-12.2% |
| Admin fee / account holder | $290 | $12,554-97.7% | $10,799-97.3% | $12,309-97.6% |