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 | $42,524 | $157,256-73.0% | $141,162-69.9% | $152,861-72.2% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.4%+12.6pp |
| Annual return | 24.53% | 64.32%-39.8pp | 71.39%-46.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $2,090 | $5,261-60.3% | $4,735-55.9% | $4,762-56.1% |
| Participant deferral / active EE | $5,425 | $7,109-23.7% | $6,709-19.1% | $5,850-7.3% |
| Admin fee / account holder | $170 | $12,120-98.6% | $10,261-98.3% | $11,596-98.5% |