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 | $39,460 | $159,602-75.3% | $150,045-73.7% | $142,382-72.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 14.76% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,873 | $4,961-1.8% | $4,693+3.8% | $4,299+13.3% |
| Participant deferral / active EE | $4,880 | $8,310-41.3% | $7,997-39.0% | $6,507-25.0% |
| Admin fee / account holder | $200 | $14,846-98.7% | $13,435-98.5% | $12,624-98.4% |