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 | $48,365 | $202,432-76.1% | $169,368-71.4% | $139,434-65.3% |
| Participation rate | 72.2% | 81.1%-8.8pp | 77.1%-4.9pp | 80.3%-8.1pp |
| Annual return | 18.68% | 531.74%-513.1pp | 405.60%-386.9pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,299 | $4,692-72.3% | $4,013-67.6% | $4,751-72.7% |
| Participant deferral / active EE | $2,788 | $6,938-59.8% | $6,221-55.2% | $6,710-58.4% |
| Admin fee / account holder | $263 | $10,708-97.5% | $9,003-97.1% | $11,403-97.7% |