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 | $47,095 | $54,762-14.0% | $90,281-47.8% | $72,985-35.5% |
| Participation rate | 79.5% | 65.1%+14.3pp | 73.3%+6.2pp | 69.5%+10.0pp |
| Annual return | 18.91% | 30.63%-11.7pp | 78.10%-59.2pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,988 | $2,092-5.0% | $2,854-30.3% | $2,440-18.5% |
| Participant deferral / active EE | $3,513 | $2,887+21.7% | $3,885-9.6% | $3,607-2.6% |
| Admin fee / account holder | $32 | $3,972-99.2% | $5,351-99.4% | $5,124-99.4% |