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 | $48,417 | $91,552-47.1% | $133,956-63.9% | $79,858-39.4% |
| Participation rate | 88.7% | 73.3%+15.4pp | 79.8%+8.9pp | 69.6%+19.1pp |
| Annual return | 20.87% | 61.85%-41.0pp | 45.09%-24.2pp | 31.71%-10.8pp |
| Employer contribution / active EE | $2,865 | $2,384+20.2% | $3,919-26.9% | $2,471+15.9% |
| Participant deferral / active EE | $5,241 | $3,733+40.4% | $5,048+3.8% | $3,740+40.1% |
| Admin fee / account holder | $285 | $6,321-95.5% | $8,927-96.8% | $5,306-94.6% |