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 | $47,217 | $72,277-34.7% | $101,248-53.4% | $79,858-40.9% |
| Participation rate | 90.0% | 68.5%+21.5pp | 75.8%+14.2pp | 69.6%+20.4pp |
| Annual return | 23.81% | 22.30%+1.5pp | 46.47%-22.7pp | 31.71%-7.9pp |
| Employer contribution / active EE | $1,216 | $2,692-54.8% | $3,660-66.8% | $2,471-50.8% |
| Participant deferral / active EE | $1,595 | $3,282-51.4% | $4,370-63.5% | $3,740-57.3% |
| Admin fee / account holder | $145 | $4,400-96.7% | $5,945-97.6% | $5,306-97.3% |