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 | $43,830 | $85,022-48.4% | $70,515-37.8% | $139,434-68.6% |
| Participation rate | 80.0% | 73.9%+6.1pp | 68.3%+11.7pp | 80.3%-0.3pp |
| Annual return | 12.40% | 30.38%-18.0pp | 32.77%-20.4pp | 372.94%-360.5pp |
| Employer contribution / active EE | $5,345 | $3,909+36.7% | $2,973+79.8% | $4,751+12.5% |
| Participant deferral / active EE | $0 | $5,890-100.0% | $4,567-100.0% | $6,710-100.0% |
| Admin fee / account holder | $145 | $8,906-98.4% | $6,412-97.7% | $11,403-98.7% |