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 | $44,605 | $210,408-78.8% | $153,485-70.9% | $145,922-69.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 10.30% | 13.37%-3.1pp | 15.65%-5.4pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,721 | $6,048-55.0% | $5,039-46.0% | $4,660-41.6% |
| Participant deferral / active EE | $3,778 | $7,975-52.6% | $6,757-44.1% | $6,688-43.5% |
| Admin fee / account holder | $265 | $19,419-98.6% | $12,724-97.9% | $13,397-98.0% |