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 | $48,040 | $112,881-57.4% | $90,951-47.2% | $158,922-69.8% |
| Participation rate | 76.2% | 74.7%+1.5pp | 69.0%+7.2pp | 82.0%-5.8pp |
| Annual return | 17.98% | 215.79%-197.8pp | 134.60%-116.6pp | 302.83%-284.8pp |
| Employer contribution / active EE | $947 | $2,893-67.3% | $2,122-55.4% | $4,761-80.1% |
| Participant deferral / active EE | $1,442 | $4,128-65.1% | $3,373-57.2% | $5,982-75.9% |
| Admin fee / account holder | $299 | $8,041-96.3% | $5,959-95.0% | $11,246-97.3% |