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 | $44,980 | $162,781-72.4% | $133,956-66.4% | $158,922-71.7% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 23.38% | 41.94%-18.6pp | 45.09%-21.7pp | 302.83%-279.4pp |
| Employer contribution / active EE | $1,698 | $4,975-65.9% | $3,919-56.7% | $4,761-64.3% |
| Participant deferral / active EE | $4,530 | $5,911-23.4% | $5,048-10.3% | $5,982-24.3% |
| Admin fee / account holder | $37 | $11,736-99.7% | $8,927-99.6% | $11,246-99.7% |