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 | $46,864 | $171,865-72.7% | $149,718-68.7% | $147,584-68.2% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 19.79% | 2113.22%-2093.4pp | 1501.63%-1481.8pp | 578.55%-558.8pp |
| Employer contribution / active EE | $3,608 | $6,275-42.5% | $5,445-33.7% | $4,876-26.0% |
| Participant deferral / active EE | $5,338 | $7,271-26.6% | $6,569-18.7% | $5,439-1.8% |
| Admin fee / account holder | $159 | $13,799-98.8% | $11,283-98.6% | $10,885-98.5% |