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 | $45,975 | $117,841-61.0% | $102,423-55.1% | $145,922-68.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 14.12% | 31.65%-17.5pp | 29.32%-15.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $5,000 | $3,615+38.3% | $3,023+65.4% | $4,660+7.3% |
| Participant deferral / active EE | $3,142 | $5,731-45.2% | $5,053-37.8% | $6,688-53.0% |
| Admin fee / account holder | $234 | $13,326-98.2% | $9,451-97.5% | $13,397-98.3% |