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 | $44,723 | $149,734-70.1% | $118,925-62.4% | $158,922-71.9% |
| Participation rate | 90.5% | 82.1%+8.4pp | 75.4%+15.1pp | 82.0%+8.5pp |
| Annual return | 14.66% | 19.95%-5.3pp | 35.88%-21.2pp | 302.83%-288.2pp |
| Employer contribution / active EE | $3,754 | $4,115-8.8% | $3,263+15.1% | $4,761-21.2% |
| Participant deferral / active EE | $5,010 | $5,223-4.1% | $4,265+17.5% | $5,982-16.2% |
| Admin fee / account holder | $32 | $8,603-99.6% | $6,581-99.5% | $11,246-99.7% |