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 | $46,953 | $106,515-55.9% | $96,683-51.4% | $139,434-66.3% |
| Participation rate | 81.3% | 77.8%+3.4pp | 74.3%+6.9pp | 80.3%+0.9pp |
| Annual return | 19.58% | 38.43%-18.8pp | 35.69%-16.1pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,011 | $4,103-75.3% | $3,737-72.9% | $4,751-78.7% |
| Participant deferral / active EE | $2,657 | $5,454-51.3% | $4,878-45.5% | $6,710-60.4% |
| Admin fee / account holder | $203 | $7,877-97.4% | $6,730-97.0% | $11,403-98.2% |