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 | $74,631 | $157,256-52.5% | $141,162-47.1% | $152,861-51.2% |
| Participation rate | 70.6% | 84.8%-14.2pp | 82.5%-11.9pp | 82.4%-11.9pp |
| Annual return | 24.96% | 64.32%-39.4pp | 71.39%-46.4pp | 345.32%-320.4pp |
| Employer contribution / active EE | $1,428 | $5,261-72.8% | $4,735-69.8% | $4,762-70.0% |
| Participant deferral / active EE | $4,213 | $7,109-40.7% | $6,709-37.2% | $5,850-28.0% |
| Admin fee / account holder | $101 | $12,120-99.2% | $10,261-99.0% | $11,596-99.1% |