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 | $48,681 | $70,428-30.9% | $96,562-49.6% | $85,850-43.3% |
| Participation rate | 93.1% | 61.8%+31.3pp | 69.8%+23.3pp | 69.3%+23.8pp |
| Annual return | 13.20% | 18.59%-5.4pp | 37.78%-24.6pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,588 | $1,413+12.4% | $2,356-32.6% | $2,565-38.1% |
| Participant deferral / active EE | $2,661 | $2,894-8.0% | $3,849-30.9% | $3,952-32.7% |
| Admin fee / account holder | $2 | $4,997-100.0% | $6,181-100.0% | $6,260-100.0% |