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 | $52,686 | $138,347-61.9% | $184,203-71.4% | $80,856-34.8% |
| Participation rate | 94.4% | 83.9%+10.6pp | 86.8%+7.6pp | 67.6%+26.8pp |
| Annual return | 17.22% | 20.02%-2.8pp | 28.81%-11.6pp | 35.59%-18.4pp |
| Employer contribution / active EE | $2,494 | $4,850-48.6% | $6,427-61.2% | $2,755-9.5% |
| Participant deferral / active EE | $4,233 | $7,071-40.1% | $9,131-53.6% | $4,296-1.5% |
| Admin fee / account holder | $135 | $10,483-98.7% | $13,901-99.0% | $6,918-98.1% |