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 | $48,827 | $52,580-7.1% | $71,671-31.9% | $70,131-30.4% |
| Participation rate | 71.7% | 60.9%+10.8pp | 68.7%+2.9pp | 69.5%+2.1pp |
| Annual return | 15.74% | 20.25%-4.5pp | 20.65%-4.9pp | 73.14%-57.4pp |
| Employer contribution / active EE | $2,281 | $1,616+41.2% | $2,460-7.3% | $2,342-2.6% |
| Participant deferral / active EE | $1,225 | $2,386-48.6% | $3,438-64.4% | $3,332-63.2% |
| Admin fee / account holder | $191 | $3,653-94.8% | $5,558-96.6% | $4,645-95.9% |