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 | $53,036 | $89,355-40.6% | $141,162-62.4% | $72,985-27.3% |
| Participation rate | 95.3% | 75.1%+20.2pp | 82.5%+12.9pp | 69.5%+25.9pp |
| Annual return | 23.94% | 111.85%-87.9pp | 71.39%-47.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,020 | $3,114-35.1% | $4,735-57.3% | $2,440-17.2% |
| Participant deferral / active EE | $4,233 | $5,418-21.9% | $6,709-36.9% | $3,607+17.4% |
| Admin fee / account holder | $138 | $5,958-97.7% | $10,261-98.7% | $5,124-97.3% |