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 | $43,848 | $155,788-71.9% | $124,672-64.8% | $167,490-73.8% |
| Participation rate | 87.5% | 81.1%+6.4pp | 74.6%+12.9pp | 82.1%+5.4pp |
| Annual return | 11.18% | 17.97%-6.8pp | 5142.93%-5131.8pp | 478.56%-467.4pp |
| Employer contribution / active EE | $3,008 | $4,163-27.7% | $3,324-9.5% | $4,837-37.8% |
| Participant deferral / active EE | $6,063 | $5,673+6.9% | $4,614+31.4% | $6,341-4.4% |
| Admin fee / account holder | $53 | $9,531-99.4% | $7,493-99.3% | $12,309-99.6% |