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 | $49,774 | $101,069-50.8% | $81,478-38.9% | $147,584-66.3% |
| Participation rate | 81.3% | 74.5%+6.8pp | 68.0%+13.3pp | 82.8%-1.6pp |
| Annual return | 9.51% | 32.40%-22.9pp | 38.78%-29.3pp | 578.55%-569.0pp |
| Employer contribution / active EE | $508 | $3,205-84.1% | $2,568-80.2% | $4,876-89.6% |
| Participant deferral / active EE | $2,034 | $4,242-52.1% | $3,537-42.5% | $5,439-62.6% |
| Admin fee / account holder | $172 | $5,812-97.0% | $4,561-96.2% | $10,885-98.4% |