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 | $38,076 | $115,770-67.1% | $101,248-62.4% | $158,922-76.0% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 16.31% | 56.14%-39.8pp | 46.47%-30.2pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,530 | $4,175-39.4% | $3,660-30.9% | $4,761-46.9% |
| Participant deferral / active EE | $4,963 | $4,957+0.1% | $4,370+13.6% | $5,982-17.0% |
| Admin fee / account holder | $128 | $7,245-98.2% | $5,945-97.8% | $11,246-98.9% |