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 | $52,676 | $115,770-54.5% | $101,248-48.0% | $158,922-66.9% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 9.15% | 56.14%-47.0pp | 46.47%-37.3pp | 302.83%-293.7pp |
| Employer contribution / active EE | $894 | $4,175-78.6% | $3,660-75.6% | $4,761-81.2% |
| Participant deferral / active EE | $1,798 | $4,957-63.7% | $4,370-58.9% | $5,982-69.9% |
| Admin fee / account holder | -$18 | $7,245-100.3% | $5,945-100.3% | $11,246-100.2% |