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 | $45,495 | $135,952-66.5% | $123,892-63.3% | $273,961-83.4% |
| Participation rate | 89.5% | 84.1%+5.4pp | 81.4%+8.1pp | 83.0%+6.5pp |
| Annual return | 8.24% | 56.63%-48.4pp | 47.52%-39.3pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,301 | $5,170-55.5% | $4,617-50.2% | $4,869-52.7% |
| Participant deferral / active EE | $3,954 | $6,343-37.7% | $5,984-33.9% | $5,287-25.2% |
| Admin fee / account holder | $5 | $9,817-100.0% | $8,357-99.9% | $10,132-100.0% |