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 | $45,074 | $157,256-71.3% | $141,162-68.1% | $152,861-70.5% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 26.18% | 64.32%-38.1pp | 71.39%-45.2pp | 345.32%-319.1pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,727 | $7,109+36.8% | $6,709+45.0% | $5,850+66.3% |
| Admin fee / account holder | $282 | $12,120-97.7% | $10,261-97.3% | $11,596-97.6% |