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 | $45,418 | $148,534-69.4% | $135,903-66.6% | $139,434-67.4% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 19.38% | 79.19%-59.8pp | 68.23%-48.9pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,609 | $5,243-69.3% | $4,856-66.9% | $4,751-66.1% |
| Participant deferral / active EE | $4,676 | $8,100-42.3% | $7,758-39.7% | $6,710-30.3% |
| Admin fee / account holder | $21 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |