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 | $47,888 | $165,335-71.0% | $149,696-68.0% | $158,922-69.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 21.96% | 348.15%-326.2pp | 276.60%-254.6pp | 302.83%-280.9pp |
| Employer contribution / active EE | $1,860 | $5,103-63.6% | $4,644-60.0% | $4,761-60.9% |
| Participant deferral / active EE | $4,973 | $7,181-30.8% | $6,842-27.3% | $5,982-16.9% |
| Admin fee / account holder | $211 | $10,807-98.1% | $9,309-97.7% | $11,246-98.1% |