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 | $48,090 | $106,890-55.0% | $84,015-42.8% | $152,861-68.5% |
| Participation rate | 85.0% | 75.2%+9.8pp | 69.0%+16.0pp | 82.4%+2.6pp |
| Annual return | 20.75% | 104.99%-84.2pp | 71.31%-50.6pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,949 | $2,734-28.7% | $1,983-1.8% | $4,762-59.1% |
| Participant deferral / active EE | $3,321 | $4,011-17.2% | $3,239+2.5% | $5,850-43.2% |
| Admin fee / account holder | $2 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |