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 | $48,740 | $74,888-34.9% | $71,209-31.6% | $142,382-65.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 32.60% | 345.14%-312.5pp | 282.51%-249.9pp | 217.08%-184.5pp |
| Employer contribution / active EE | $3,415 | $2,854+19.7% | $2,721+25.5% | $4,299-20.6% |
| Participant deferral / active EE | $4,479 | $4,454+0.6% | $4,175+7.3% | $6,507-31.2% |
| Admin fee / account holder | $9 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |