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 | $49,662 | $163,101-69.6% | $136,749-63.7% | $142,382-65.1% |
| Participation rate | 75.0% | 78.2%-3.2pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 15.00% | 27.54%-12.5pp | 24.33%-9.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,290 | $4,117-44.4% | $3,400-32.6% | $4,299-46.7% |
| Participant deferral / active EE | $2,994 | $5,585-46.4% | $4,692-36.2% | $6,507-54.0% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |