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 | $42,535 | $115,770-63.3% | $101,248-58.0% | $158,922-73.2% |
| Participation rate | 72.7% | 79.4%-6.6pp | 75.8%-3.1pp | 82.0%-9.2pp |
| Annual return | 17.88% | 56.14%-38.3pp | 46.47%-28.6pp | 302.83%-284.9pp |
| Employer contribution / active EE | $2,352 | $4,175-43.6% | $3,660-35.7% | $4,761-50.6% |
| Participant deferral / active EE | $3,525 | $4,957-28.9% | $4,370-19.3% | $5,982-41.1% |
| Admin fee / account holder | $97 | $7,245-98.7% | $5,945-98.4% | $11,246-99.1% |