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 | $42,017 | $99,652-57.8% | $78,778-46.7% | $147,584-71.5% |
| Participation rate | 95.2% | 76.2%+19.0pp | 69.2%+26.0pp | 82.8%+12.4pp |
| Annual return | 15.89% | 47.28%-31.4pp | 35.62%-19.7pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,381 | $2,796-50.6% | $1,986-30.5% | $4,876-71.7% |
| Participant deferral / active EE | $2,227 | $3,664-39.2% | $2,958-24.7% | $5,439-59.0% |
| Admin fee / account holder | $260 | $7,155-96.4% | $5,134-94.9% | $10,885-97.6% |