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 | $57,845 | $152,587-62.1% | $125,175-53.8% | $152,861-62.2% |
| Participation rate | 92.3% | 83.3%+9.0pp | 79.8%+12.5pp | 82.4%+9.9pp |
| Annual return | 23.69% | 54.84%-31.2pp | 43.79%-20.1pp | 345.32%-321.6pp |
| Employer contribution / active EE | $2,126 | $4,946-57.0% | $3,865-45.0% | $4,762-55.4% |
| Participant deferral / active EE | $4,252 | $5,868-27.5% | $4,937-13.9% | $5,850-27.3% |
| Admin fee / account holder | $46 | $13,434-99.7% | $9,702-99.5% | $11,596-99.6% |