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 | $47,480 | $107,334-55.8% | $92,893-48.9% | $152,861-68.9% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.4%+9.2pp |
| Annual return | 24.63% | 145.58%-120.9pp | 109.41%-84.8pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,446 | $4,221-65.7% | $3,653-60.4% | $4,762-69.6% |
| Participant deferral / active EE | $1,794 | $4,845-63.0% | $4,236-57.6% | $5,850-69.3% |
| Admin fee / account holder | $13 | $7,079-99.8% | $5,794-99.8% | $11,596-99.9% |