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 | $47,166 | $98,750-52.2% | $149,696-68.5% | $79,858-40.9% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.5%+14.2pp | 69.6%+27.0pp |
| Annual return | 26.65% | 27.43%-0.8pp | 276.60%-250.0pp | 31.71%-5.1pp |
| Employer contribution / active EE | $3,998 | $3,216+24.3% | $4,644-13.9% | $2,471+61.8% |
| Participant deferral / active EE | $9,428 | $5,680+66.0% | $6,842+37.8% | $3,740+152.1% |
| Admin fee / account holder | $214 | $6,053-96.5% | $9,309-97.7% | $5,306-96.0% |