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 | $44,395 | $179,726-75.3% | $156,263-71.6% | $142,382-68.8% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.9%+11.1pp | 80.1%+9.9pp |
| Annual return | 12.26% | 77.86%-65.6pp | 59.47%-47.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,791 | $5,069-64.7% | $4,333-58.7% | $4,299-58.3% |
| Participant deferral / active EE | $2,825 | $6,956-59.4% | $6,158-54.1% | $6,507-56.6% |
| Admin fee / account holder | $291 | $17,272-98.3% | $14,255-98.0% | $12,624-97.7% |