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 | $42,031 | $168,632-75.1% | $147,614-71.5% | $125,391-66.5% |
| Participation rate | 88.9% | 88.8%+0.1pp | 84.6%+4.3pp | 83.2%+5.7pp |
| Annual return | 22.87% | 77.65%-54.8pp | 61.98%-39.1pp | 282.22%-259.3pp |
| Employer contribution / active EE | $1,310 | $6,252-79.1% | $5,564-76.5% | $4,866-73.1% |
| Participant deferral / active EE | $5,194 | $5,507-5.7% | $4,895+6.1% | $5,352-2.9% |
| Admin fee / account holder | $8 | $13,580-99.9% | $11,611-99.9% | $9,540-99.9% |