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 | $44,634 | $152,587-70.7% | $125,175-64.3% | $152,861-70.8% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 21.90% | 54.84%-32.9pp | 43.79%-21.9pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,530 | $4,946-69.1% | $3,865-60.4% | $4,762-67.9% |
| Participant deferral / active EE | $4,623 | $5,868-21.2% | $4,937-6.4% | $5,850-21.0% |
| Admin fee / account holder | $300 | $13,434-97.8% | $9,702-96.9% | $11,596-97.4% |