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 | $43,185 | $90,503-52.3% | $78,689-45.1% | $273,961-84.2% |
| Participation rate | 91.7% | 76.5%+15.1pp | 73.6%+18.1pp | 83.0%+8.7pp |
| Annual return | 8.42% | 75.60%-67.2pp | 62.18%-53.8pp | 41.45%-33.0pp |
| Employer contribution / active EE | $4,939 | $3,176+55.5% | $2,851+73.2% | $4,869+1.4% |
| Participant deferral / active EE | $7,254 | $3,901+85.9% | $3,517+106.3% | $5,287+37.2% |
| Admin fee / account holder | $37 | $5,263-99.3% | $4,510-99.2% | $10,132-99.6% |