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 | $46,288 | $56,897-18.6% | $84,750-45.4% | $62,891-26.4% |
| Participation rate | 79.3% | 68.5%+10.8pp | 76.6%+2.7pp | 69.3%+10.0pp |
| Annual return | 8.18% | 6.30%+1.9pp | 22.78%-14.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $3,301 | $2,400+37.6% | $3,574-7.6% | $2,281+44.7% |
| Participant deferral / active EE | $2,808 | $2,709+3.6% | $3,712-24.4% | $3,203-12.3% |
| Admin fee / account holder | $262 | $3,581-92.7% | $5,332-95.1% | $4,296-93.9% |