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 | $48,332 | $76,367-36.7% | $93,606-48.4% | $72,985-33.8% |
| Participation rate | 90.8% | 71.7%+19.0pp | 75.8%+15.0pp | 69.5%+21.3pp |
| Annual return | 22.23% | 25.82%-3.6pp | 32.76%-10.5pp | 81.00%-58.8pp |
| Employer contribution / active EE | $2,040 | $2,275-10.4% | $2,718-25.0% | $2,440-16.4% |
| Participant deferral / active EE | $3,286 | $3,538-7.1% | $4,069-19.2% | $3,607-8.9% |
| Admin fee / account holder | $23 | $6,838-99.7% | $7,888-99.7% | $5,124-99.6% |