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 | $47,113 | $209,411-77.5% | $178,490-73.6% | $158,922-70.4% |
| Participation rate | 94.4% | 86.3%+8.1pp | 81.9%+12.5pp | 82.0%+12.5pp |
| Annual return | 18.90% | 188.75%-169.9pp | 151.07%-132.2pp | 302.83%-283.9pp |
| Employer contribution / active EE | $1,594 | $5,706-72.1% | $5,011-68.2% | $4,761-66.5% |
| Participant deferral / active EE | $2,167 | $5,954-63.6% | $5,202-58.3% | $5,982-63.8% |
| Admin fee / account holder | $158 | $17,074-99.1% | $13,984-98.9% | $11,246-98.6% |