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 | $47,720 | $94,338-49.4% | $100,534-52.5% | $142,382-66.5% |
| Participation rate | 92.3% | 81.7%+10.6pp | 80.6%+11.7pp | 80.1%+12.2pp |
| Annual return | 17.24% | 29.20%-12.0pp | 32.66%-15.4pp | 217.08%-199.8pp |
| Employer contribution / active EE | $8,157 | $4,237+92.5% | $4,346+87.7% | $4,299+89.7% |
| Participant deferral / active EE | $6,812 | $5,934+14.8% | $6,144+10.9% | $6,507+4.7% |
| Admin fee / account holder | $20 | $8,421-99.8% | $7,654-99.7% | $12,624-99.8% |