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 9-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 | $42,051 | $81,632-48.5% | $70,449-40.3% | $158,922-73.5% |
| Participation rate | 90.0% | 77.7%+12.3pp | 75.1%+14.9pp | 82.0%+8.0pp |
| Annual return | 12.09% | 208.40%-196.3pp | 109.03%-96.9pp | 302.83%-290.7pp |
| Employer contribution / active EE | $2,269 | $3,217-29.5% | $2,737-17.1% | $4,761-52.3% |
| Participant deferral / active EE | $7,797 | $4,554+71.2% | $3,709+110.2% | $5,982+30.3% |
| Admin fee / account holder | $287 | $6,193-95.4% | $3,845-92.5% | $11,246-97.4% |