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 | $44,115 | $78,422-43.7% | $95,952-54.0% | $79,858-44.8% |
| Participation rate | 76.1% | 73.5%+2.6pp | 77.1%-1.0pp | 69.6%+6.5pp |
| Annual return | 14.53% | 19.37%-4.8pp | 91.61%-77.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $640 | $1,945-67.1% | $2,541-74.8% | $2,471-74.1% |
| Participant deferral / active EE | $1,958 | $3,440-43.1% | $4,167-53.0% | $3,740-47.6% |
| Admin fee / account holder | $205 | $5,622-96.4% | $6,795-97.0% | $5,306-96.1% |