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 | $47,064 | $157,256-70.1% | $141,162-66.7% | $152,861-69.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 28.36% | 64.32%-36.0pp | 71.39%-43.0pp | 345.32%-317.0pp |
| Employer contribution / active EE | $1,498 | $5,261-71.5% | $4,735-68.4% | $4,762-68.6% |
| Participant deferral / active EE | $10,389 | $7,109+46.1% | $6,709+54.8% | $5,850+77.6% |
| Admin fee / account holder | $58 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |