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 | $49,474 | $116,175-57.4% | $93,606-47.1% | $152,861-67.6% |
| Participation rate | 87.0% | 78.0%+8.9pp | 75.8%+11.1pp | 82.4%+4.5pp |
| Annual return | 15.21% | 35.96%-20.7pp | 32.76%-17.5pp | 345.32%-330.1pp |
| Employer contribution / active EE | $1,384 | $3,218-57.0% | $2,718-49.1% | $4,762-70.9% |
| Participant deferral / active EE | $2,110 | $4,603-54.2% | $4,069-48.1% | $5,850-63.9% |
| Admin fee / account holder | $265 | $10,748-97.5% | $7,888-96.6% | $11,596-97.7% |