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 | $55,725 | $115,770-51.9% | $101,248-45.0% | $158,922-64.9% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.8%+8.8pp | 82.0%+2.7pp |
| Annual return | 16.72% | 56.14%-39.4pp | 46.47%-29.8pp | 302.83%-286.1pp |
| Employer contribution / active EE | $1,840 | $4,175-55.9% | $3,660-49.7% | $4,761-61.3% |
| Participant deferral / active EE | $9,908 | $4,957+99.9% | $4,370+126.7% | $5,982+65.6% |
| Admin fee / account holder | $108 | $7,245-98.5% | $5,945-98.2% | $11,246-99.0% |