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 | $47,926 | $214,378-77.6% | $200,582-76.1% | $142,382-66.3% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 16.05% | 46.41%-30.4pp | 42.33%-26.3pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,906 | $6,841-42.9% | $6,419-39.1% | $4,299-9.1% |
| Participant deferral / active EE | $10,147 | $9,865+2.9% | $9,331+8.7% | $6,507+55.9% |
| Admin fee / account holder | $223 | $17,692-98.7% | $16,305-98.6% | $12,624-98.2% |