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 | $48,427 | $135,952-64.4% | $123,892-60.9% | $273,961-82.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.96% | 56.63%-46.7pp | 47.52%-37.6pp | 41.45%-31.5pp |
| Employer contribution / active EE | $850 | $5,170-83.5% | $4,617-81.6% | $4,869-82.5% |
| Participant deferral / active EE | $4,819 | $6,343-24.0% | $5,984-19.5% | $5,287-8.8% |
| Admin fee / account holder | $88 | $9,817-99.1% | $8,357-98.9% | $10,132-99.1% |