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 | $49,280 | $127,386-61.3% | $115,037-57.2% | $125,391-60.7% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -1.43% | 31.28%-32.7pp | 26.14%-27.6pp | 282.22%-283.7pp |
| Employer contribution / active EE | $8,844 | $5,166+71.2% | $4,608+91.9% | $4,866+81.8% |
| Participant deferral / active EE | $4,467 | $6,423-30.5% | $6,026-25.9% | $5,352-16.5% |
| Admin fee / account holder | $198 | $9,516-97.9% | $8,175-97.6% | $9,540-97.9% |