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 | $30,348 | $89,355-66.0% | $141,162-78.5% | $72,985-58.4% |
| Participation rate | 76.4% | 75.1%+1.2pp | 82.5%-6.1pp | 69.5%+6.9pp |
| Annual return | 25.23% | 111.85%-86.6pp | 71.39%-46.2pp | 81.00%-55.8pp |
| Employer contribution / active EE | $4,941 | $3,114+58.6% | $4,735+4.3% | $2,440+102.5% |
| Participant deferral / active EE | $3,259 | $5,418-39.9% | $6,709-51.4% | $3,607-9.7% |
| Admin fee / account holder | $204 | $5,958-96.6% | $10,261-98.0% | $5,124-96.0% |