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 | $40,768 | $112,096-63.6% | $95,952-57.5% | $158,922-74.3% |
| Participation rate | 71.4% | 79.0%-7.5pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | 11.36% | 171.09%-159.7pp | 91.61%-80.3pp | 302.83%-291.5pp |
| Employer contribution / active EE | $2,311 | $3,198-27.7% | $2,541-9.1% | $4,761-51.5% |
| Participant deferral / active EE | $2,708 | $4,784-43.4% | $4,167-35.0% | $5,982-54.7% |
| Admin fee / account holder | $98 | $10,130-99.0% | $6,795-98.6% | $11,246-99.1% |