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 | $49,812 | $210,648-76.4% | $177,989-72.0% | $145,922-65.9% |
| Participation rate | 73.9% | 80.8%-6.8pp | 77.1%-3.2pp | 80.3%-6.4pp |
| Annual return | 16.43% | 385.86%-369.4pp | 294.48%-278.1pp | 561.29%-544.9pp |
| Employer contribution / active EE | $3,888 | $4,565-14.8% | $3,949-1.5% | $4,660-16.6% |
| Participant deferral / active EE | $6,282 | $6,958-9.7% | $6,276+0.1% | $6,688-6.1% |
| Admin fee / account holder | $268 | $12,013-97.8% | $10,363-97.4% | $13,397-98.0% |