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 | $43,297 | $152,587-71.6% | $125,175-65.4% | $152,861-71.7% |
| Participation rate | 89.5% | 83.3%+6.1pp | 79.8%+9.7pp | 82.4%+7.0pp |
| Annual return | 13.19% | 54.84%-41.7pp | 43.79%-30.6pp | 345.32%-332.1pp |
| Employer contribution / active EE | $2,048 | $4,946-58.6% | $3,865-47.0% | $4,762-57.0% |
| Participant deferral / active EE | $3,171 | $5,868-46.0% | $4,937-35.8% | $5,850-45.8% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |