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 | $49,184 | $117,381-58.1% | $99,443-50.5% | $152,861-67.8% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.4%-7.4pp |
| Annual return | 26.55% | 31.87%-5.3pp | 30.72%-4.2pp | 345.32%-318.8pp |
| Employer contribution / active EE | $1,864 | $3,013-38.1% | $2,540-26.6% | $4,762-60.9% |
| Participant deferral / active EE | $6,074 | $4,086+48.7% | $3,619+67.9% | $5,850+3.8% |
| Admin fee / account holder | $119 | $7,631-98.4% | $6,250-98.1% | $11,596-99.0% |