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 | $44,728 | $109,413-59.1% | $156,263-71.4% | $84,808-47.3% |
| Participation rate | 80.8% | 72.7%+8.1pp | 78.9%+1.9pp | 68.3%+12.5pp |
| Annual return | 20.88% | 20.18%+0.7pp | 59.47%-38.6pp | 40.90%-20.0pp |
| Employer contribution / active EE | $2,264 | $2,907-22.1% | $4,333-47.8% | $2,631-14.0% |
| Participant deferral / active EE | $3,580 | $4,590-22.0% | $6,158-41.9% | $4,212-15.0% |
| Admin fee / account holder | $11 | $9,357-99.9% | $14,255-99.9% | $7,344-99.8% |