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 | $47,152 | $112,096-57.9% | $95,952-50.9% | $158,922-70.3% |
| Participation rate | 92.9% | 79.0%+13.9pp | 77.1%+15.8pp | 82.0%+10.9pp |
| Annual return | 17.06% | 171.09%-154.0pp | 91.61%-74.5pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,029 | $3,198-36.5% | $2,541-20.1% | $4,761-57.4% |
| Participant deferral / active EE | $3,490 | $4,784-27.0% | $4,167-16.2% | $5,982-41.7% |
| Admin fee / account holder | $7 | $10,130-99.9% | $6,795-99.9% | $11,246-99.9% |