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 | $71,998 | $115,770-37.8% | $101,248-28.9% | $158,922-54.7% |
| Participation rate | 84.2% | 79.4%+4.8pp | 75.8%+8.4pp | 82.0%+2.3pp |
| Annual return | 33.05% | 56.14%-23.1pp | 46.47%-13.4pp | 302.83%-269.8pp |
| Employer contribution / active EE | $1,249 | $4,175-70.1% | $3,660-65.9% | $4,761-73.8% |
| Participant deferral / active EE | $1,798 | $4,957-63.7% | $4,370-58.9% | $5,982-69.9% |
| Admin fee / account holder | $17 | $7,245-99.8% | $5,945-99.7% | $11,246-99.8% |