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 | $47,827 | $157,256-69.6% | $141,162-66.1% | $152,861-68.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.65% | 64.32%-37.7pp | 71.39%-44.7pp | 345.32%-318.7pp |
| Employer contribution / active EE | $3,159 | $5,261-40.0% | $4,735-33.3% | $4,762-33.7% |
| Participant deferral / active EE | $5,181 | $7,109-27.1% | $6,709-22.8% | $5,850-11.4% |
| Admin fee / account holder | $296 | $12,120-97.6% | $10,261-97.1% | $11,596-97.4% |