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 | $45,164 | $72,277-37.5% | $101,248-55.4% | $79,858-43.4% |
| Participation rate | 73.2% | 68.5%+4.7pp | 75.8%-2.6pp | 69.6%+3.5pp |
| Annual return | 22.64% | 22.30%+0.3pp | 46.47%-23.8pp | 31.71%-9.1pp |
| Employer contribution / active EE | $1,801 | $2,692-33.1% | $3,660-50.8% | $2,471-27.1% |
| Participant deferral / active EE | $4,519 | $3,282+37.7% | $4,370+3.4% | $3,740+20.8% |
| Admin fee / account holder | $76 | $4,400-98.3% | $5,945-98.7% | $5,306-98.6% |