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 4-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 | $95,266-50.7% | $82,389-43.0% | $142,382-67.0% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 30.72% | 25.74%+5.0pp | 28.67%+2.1pp | 217.08%-186.4pp |
| Employer contribution / active EE | $2,366 | $2,991-20.9% | $2,517-6.0% | $4,299-45.0% |
| Participant deferral / active EE | $11,177 | $4,809+132.4% | $4,155+169.0% | $6,507+71.8% |
| Admin fee / account holder | $297 | $8,563-96.5% | $7,231-95.9% | $12,624-97.6% |