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 | $47,680 | $77,899-38.8% | $149,673-68.1% | $75,163-36.6% |
| Participation rate | 70.7% | 65.6%+5.1pp | 78.8%-8.1pp | 67.2%+3.5pp |
| Annual return | 23.98% | 31.72%-7.7pp | 134.42%-110.4pp | 160.62%-136.6pp |
| Employer contribution / active EE | $4,110 | $3,137+31.0% | $4,818-14.7% | $2,670+54.0% |
| Participant deferral / active EE | $2,613 | $3,411-23.4% | $5,680-54.0% | $4,125-36.7% |
| Admin fee / account holder | $264 | $5,956-95.6% | $13,210-98.0% | $5,651-95.3% |