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 | $43,277 | $165,984-73.9% | $164,813-73.7% | $145,922-70.3% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.6%+6.0pp | 80.3%+4.3pp |
| Annual return | 15.17% | 100.03%-84.9pp | 69.93%-54.8pp | 561.29%-546.1pp |
| Employer contribution / active EE | $3,963 | $5,273-24.8% | $4,341-8.7% | $4,660-15.0% |
| Participant deferral / active EE | $7,957 | $6,959+14.3% | $6,031+31.9% | $6,688+19.0% |
| Admin fee / account holder | $226 | $16,648-98.6% | $12,690-98.2% | $13,397-98.3% |