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 | $46,308 | $109,982-57.9% | $97,226-52.4% | $145,922-68.3% |
| Participation rate | 70.6% | 75.9%-5.4pp | 72.7%-2.1pp | 80.3%-9.7pp |
| Annual return | 10.94% | 242.90%-232.0pp | 75.13%-64.2pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,839 | $3,084-40.4% | $2,729-32.6% | $4,660-60.5% |
| Participant deferral / active EE | $3,605 | $4,676-22.9% | $4,264-15.5% | $6,688-46.1% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |