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 | $41,645 | $111,754-62.7% | $103,333-59.7% | $145,922-71.5% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 9.76% | 24.77%-15.0pp | 24.88%-15.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,554 | $4,212-63.1% | $3,868-59.8% | $4,660-66.6% |
| Participant deferral / active EE | $2,474 | $5,619-56.0% | $5,057-51.1% | $6,688-63.0% |
| Admin fee / account holder | $124 | $9,750-98.7% | $8,355-98.5% | $13,397-99.1% |