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 | $57,043 | $110,257-48.3% | $96,544-40.9% | $139,434-59.1% |
| Participation rate | 91.7% | 78.1%+13.6pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 18.05% | 26.32%-8.3pp | 25.84%-7.8pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,356 | $3,620-34.9% | $2,965-20.5% | $4,751-50.4% |
| Participant deferral / active EE | $4,269 | $5,548-23.1% | $4,851-12.0% | $6,710-36.4% |
| Admin fee / account holder | $16 | $11,591-99.9% | $8,252-99.8% | $11,403-99.9% |