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 | $47,486 | $96,635-50.9% | $86,612-45.2% | $139,434-65.9% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 16.29% | 106.41%-90.1pp | 591.07%-574.8pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,046 | $3,263-37.3% | $3,022-32.3% | $4,751-56.9% |
| Participant deferral / active EE | $4,485 | $4,836-7.3% | $4,438+1.1% | $6,710-33.2% |
| Admin fee / account holder | $30 | $6,408-99.5% | $5,614-99.5% | $11,403-99.7% |