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 | $39,459 | $124,319-68.3% | $111,297-64.5% | $167,490-76.4% |
| Participation rate | 90.0% | 79.6%+10.4pp | 77.3%+12.7pp | 82.1%+7.9pp |
| Annual return | 12.59% | 37.44%-24.8pp | 54.65%-42.1pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,905 | $3,435-44.6% | $2,731-30.3% | $4,837-60.6% |
| Participant deferral / active EE | $3,403 | $5,180-34.3% | $4,487-24.2% | $6,341-46.3% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |