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 | $44,016 | $165,984-73.5% | $164,813-73.3% | $145,922-69.8% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 15.56% | 100.03%-84.5pp | 69.93%-54.4pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,814 | $5,273-65.6% | $4,341-58.2% | $4,660-61.1% |
| Participant deferral / active EE | $2,975 | $6,959-57.3% | $6,031-50.7% | $6,688-55.5% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |