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 | $41,190 | $232,540-82.3% | $185,117-77.7% | $147,584-72.1% |
| Participation rate | 86.4% | 82.4%+4.0pp | 77.3%+9.1pp | 82.8%+3.5pp |
| Annual return | 20.16% | 43.03%-22.9pp | 40.50%-20.3pp | 578.55%-558.4pp |
| Employer contribution / active EE | $4,316 | $5,195-16.9% | $4,182+3.2% | $4,876-11.5% |
| Participant deferral / active EE | $3,960 | $5,834-32.1% | $5,045-21.5% | $5,439-27.2% |
| Admin fee / account holder | $213 | $10,275-97.9% | $8,159-97.4% | $10,885-98.0% |