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 | $49,596 | $64,324-22.9% | $118,925-58.3% | $79,858-37.9% |
| Participation rate | 79.5% | 64.9%+14.6pp | 75.4%+4.1pp | 69.6%+9.9pp |
| Annual return | 22.61% | 86.45%-63.8pp | 35.88%-13.3pp | 31.71%-9.1pp |
| Employer contribution / active EE | $1,787 | $1,836-2.7% | $3,263-45.2% | $2,471-27.7% |
| Participant deferral / active EE | $5,466 | $2,824+93.6% | $4,265+28.2% | $3,740+46.2% |
| Admin fee / account holder | $159 | $4,040-96.1% | $6,581-97.6% | $5,306-97.0% |