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 | $51,396 | $238,490-78.4% | $180,183-71.5% | $142,382-63.9% |
| Participation rate | 77.8% | 82.3%-4.5pp | 77.4%+0.3pp | 80.1%-2.3pp |
| Annual return | 13.58% | 33.56%-20.0pp | 27.86%-14.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,135 | $6,143-49.0% | $5,039-37.8% | $4,299-27.1% |
| Participant deferral / active EE | $4,371 | $7,996-45.3% | $6,822-35.9% | $6,507-32.8% |
| Admin fee / account holder | $299 | $28,866-99.0% | $19,975-98.5% | $12,624-97.6% |