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 | $45,980 | $165,984-72.3% | $164,813-72.1% | $145,922-68.5% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+8.0pp |
| Annual return | 8.83% | 100.03%-91.2pp | 69.93%-61.1pp | 561.29%-552.5pp |
| Employer contribution / active EE | $1,688 | $5,273-68.0% | $4,341-61.1% | $4,660-63.8% |
| Participant deferral / active EE | $5,380 | $6,959-22.7% | $6,031-10.8% | $6,688-19.6% |
| Admin fee / account holder | $129 | $16,648-99.2% | $12,690-99.0% | $13,397-99.0% |