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 | $45,178 | $111,754-59.6% | $103,333-56.3% | $145,922-69.0% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 9.37% | 24.77%-15.4pp | 24.88%-15.5pp | 561.29%-551.9pp |
| Employer contribution / active EE | $3,420 | $4,212-18.8% | $3,868-11.6% | $4,660-26.6% |
| Participant deferral / active EE | $3,092 | $5,619-45.0% | $5,057-38.9% | $6,688-53.8% |
| Admin fee / account holder | $166 | $9,750-98.3% | $8,355-98.0% | $13,397-98.8% |