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 | $53,728 | $93,571-42.6% | $135,903-60.5% | $75,163-28.5% |
| Participation rate | 78.0% | 75.2%+2.9pp | 81.9%-3.9pp | 67.2%+10.9pp |
| Annual return | 20.30% | 30.90%-10.6pp | 68.23%-47.9pp | 160.62%-140.3pp |
| Employer contribution / active EE | $1,404 | $3,537-60.3% | $4,856-71.1% | $2,670-47.4% |
| Participant deferral / active EE | $3,383 | $6,404-47.2% | $7,758-56.4% | $4,125-18.0% |
| Admin fee / account holder | $257 | $6,975-96.3% | $10,762-97.6% | $5,651-95.5% |