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 4-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 | $44,044 | $114,381-61.5% | $107,525-59.0% | $142,382-69.1% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 22.48% | 242.71%-220.2pp | 181.32%-158.8pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,674 | $4,015-58.3% | $3,754-55.4% | $4,299-61.1% |
| Participant deferral / active EE | $3,655 | $5,564-34.3% | $5,116-28.6% | $6,507-43.8% |
| Admin fee / account holder | $244 | $9,860-97.5% | $8,919-97.3% | $12,624-98.1% |