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 | $47,715 | $94,338-49.4% | $100,534-52.5% | $142,382-66.5% |
| Participation rate | 77.8% | 81.7%-4.0pp | 80.6%-2.8pp | 80.1%-2.3pp |
| Annual return | 17.05% | 29.20%-12.2pp | 32.66%-15.6pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,959 | $4,237-53.8% | $4,346-54.9% | $4,299-54.4% |
| Participant deferral / active EE | $2,440 | $5,934-58.9% | $6,144-60.3% | $6,507-62.5% |
| Admin fee / account holder | $194 | $8,421-97.7% | $7,654-97.5% | $12,624-98.5% |