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 | $50,944 | $202,432-74.8% | $169,368-69.9% | $139,434-63.5% |
| Participation rate | 92.3% | 81.1%+11.2pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 10.49% | 531.74%-521.2pp | 405.60%-395.1pp | 372.94%-362.4pp |
| Employer contribution / active EE | $2,631 | $4,692-43.9% | $4,013-34.4% | $4,751-44.6% |
| Participant deferral / active EE | $4,083 | $6,938-41.1% | $6,221-34.4% | $6,710-39.1% |
| Admin fee / account holder | $199 | $10,708-98.1% | $9,003-97.8% | $11,403-98.3% |