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 | $47,286 | $107,015-55.8% | $73,545-35.7% | $147,584-68.0% |
| Participation rate | 70.0% | 66.4%+3.6pp | 54.9%+15.1pp | 82.8%-12.8pp |
| Annual return | 18.20% | 38.25%-20.0pp | -15.16%+33.4pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,614 | $1,760-8.3% | $1,219+32.4% | $4,876-66.9% |
| Participant deferral / active EE | $3,191 | $2,462+29.6% | $1,806+76.7% | $5,439-41.3% |
| Admin fee / account holder | $177 | $3,055-94.2% | $2,320-92.4% | $10,885-98.4% |