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 | $45,206 | $65,041-30.5% | $90,951-50.3% | $79,858-43.4% |
| Participation rate | 71.8% | 61.6%+10.2pp | 69.0%+2.8pp | 69.6%+2.2pp |
| Annual return | 32.06% | 30.45%+1.6pp | 134.60%-102.5pp | 31.71%+0.3pp |
| Employer contribution / active EE | $4,580 | $1,247+267.2% | $2,122+115.9% | $2,471+85.4% |
| Participant deferral / active EE | $1,492 | $2,512-40.6% | $3,373-55.8% | $3,740-60.1% |
| Admin fee / account holder | $168 | $4,536-96.3% | $5,959-97.2% | $5,306-96.8% |