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 | $48,685 | $109,817-55.7% | $98,442-50.5% | $167,490-70.9% |
| Participation rate | 81.8% | 75.8%+6.0pp | 73.3%+8.5pp | 82.1%-0.3pp |
| Annual return | 14.17% | 1956.69%-1942.5pp | 1492.73%-1478.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $1,592 | $3,224-50.6% | $2,960-46.2% | $4,837-67.1% |
| Participant deferral / active EE | $4,102 | $4,673-12.2% | $4,276-4.1% | $6,341-35.3% |
| Admin fee / account holder | $20 | $6,753-99.7% | $5,949-99.7% | $12,309-99.8% |