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 | $47,489 | $165,984-71.4% | $164,813-71.2% | $145,922-67.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 11.03% | 100.03%-89.0pp | 69.93%-58.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,171 | $5,273-58.8% | $4,341-50.0% | $4,660-53.4% |
| Participant deferral / active EE | $3,061 | $6,959-56.0% | $6,031-49.2% | $6,688-54.2% |
| Admin fee / account holder | $20 | $16,648-99.9% | $12,690-99.8% | $13,397-99.9% |