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 | $42,526 | $115,770-63.3% | $101,248-58.0% | $158,922-73.2% |
| Participation rate | 91.3% | 79.4%+11.9pp | 75.8%+15.5pp | 82.0%+9.3pp |
| Annual return | 10.38% | 56.14%-45.8pp | 46.47%-36.1pp | 302.83%-292.4pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,174 | $4,957-56.1% | $4,370-50.2% | $5,982-63.7% |
| Admin fee / account holder | $68 | $7,245-99.1% | $5,945-98.9% | $11,246-99.4% |