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 | $49,469 | $57,065-13.3% | $75,670-34.6% | $70,131-29.5% |
| Participation rate | 93.1% | 68.1%+25.0pp | 72.3%+20.8pp | 69.5%+23.6pp |
| Annual return | 15.38% | 23.57%-8.2pp | 27.34%-12.0pp | 73.14%-57.8pp |
| Employer contribution / active EE | $6,038 | $1,817+232.4% | $2,352+156.8% | $2,342+157.8% |
| Participant deferral / active EE | $3,818 | $2,580+48.0% | $3,142+21.5% | $3,332+14.6% |
| Admin fee / account holder | $0 | $3,825-100.0% | $5,800-100.0% | $4,645-100.0% |