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 | $48,581 | $115,770-58.0% | $101,248-52.0% | $158,922-69.4% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 19.62% | 56.14%-36.5pp | 46.47%-26.9pp | 302.83%-283.2pp |
| Employer contribution / active EE | $2,514 | $4,175-39.8% | $3,660-31.3% | $4,761-47.2% |
| Participant deferral / active EE | $8,766 | $4,957+76.8% | $4,370+100.6% | $5,982+46.5% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |