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 | $45,836 | $183,519-75.0% | $155,509-70.5% | $145,922-68.6% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 16.15% | 61.17%-45.0pp | 64.67%-48.5pp | 561.29%-545.1pp |
| Employer contribution / active EE | $3,335 | $5,313-37.2% | $4,672-28.6% | $4,660-28.4% |
| Participant deferral / active EE | $4,206 | $6,462-34.9% | $5,626-25.2% | $6,688-37.1% |
| Admin fee / account holder | $188 | $19,313-99.0% | $15,912-98.8% | $13,397-98.6% |